Tartan Funds - Series Three
Financial Services Focus Fund
Series III – A financial services industry strategy (the “financial services focus series”) is designed to generate significant capital
appreciation and multiple independent revenue streams through investments in key financial services subsectors including banking
(commercial and mortgage),
insurance and reinsurance, asset management, financial service industry technologies and specialty finance product and service companies.
These investment opportunities include the full spectrum of business models involving the management of risk and capital.
The financial services industry exhibits both organic and inorganic growth with an inherent operating
leverage in many of the business models creating attractive margin expansion and earnings growth.
