General information
The information on this website (the “Website”) is for informational purposes only. The information on the Website is not intended to be, and you should not consider anything on the Website to be, investment, accounting, tax, or legal advice, nor is it a recommendation to enter into any transaction with Bravo Zulu Capital Management LLC (“Bravo Zulu”) or its affiliates. Nothing on the Website is a recommendation that you purchase, sell, or hold any security or other investment, or that you pursue any transaction or investment strategy.
Bravo Zulu does not give any advice or make any representations through the Website as to whether any transaction is suitable for you or will be profitable. Material listed on the Website also is not and should not be construed as an offer to sell, or the solicitation of an offer to buy, any securities in any vehicle or product managed or sponsored by Bravo Zulu.
Registration and regulatory information
Bravo Zulu is a registered investment adviser. The firm’s current Form ADV contains additional information about Bravo Zulu, its investment advisory business, services, fees, conflicts of interest, and risks. Registration with the U.S. Securities and Exchange Commission or with any state securities authority does not imply a certain level of skill or training.
Investment strategies and risks
Certain information contained on the Website reflects a summary of Bravo Zulu’s investment strategies, and it does not contain all material terms pertinent to a financial or investment decision, including important disclosures of risks potentially associated with an investment with Bravo Zulu. We may make changes to these and other aspects of our strategies and business plan in our discretion, and you should contact us if you wish to obtain additional information.
The investment strategies described on the Website do not represent an exhaustive list of the strategies we offer. Nothing on the Website shall be deemed to limit the investment strategies or investment opportunities that we and our clients may pursue. The investment strategies described herein are suitable only for certain financially sophisticated investors who meet applicable eligibility requirements, have no need for immediate liquidity in their investment, and can bear the risk of an investment for an extended period of time.
Investment losses may occur, and investors could lose some or all of their investment. No guarantee or representation is made that Bravo Zulu’s investment programs, including, without limitation, its investment objectives, diversification strategies, or risk-monitoring goals, will be successful, and results may vary substantially over time. Nothing herein is intended to imply that Bravo Zulu’s investment methodology may be considered “conservative,” “safe,” “risk free,” or “risk averse.” Economic, market, and other conditions could also cause us to alter our products, services, guidelines, and restrictions.
Forward-looking statements
This Website may contain information that constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “target,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual experiences and results may differ materially from those reflected or contemplated in such forward-looking statements, and no undue reliance should be placed on these forward-looking statements. The inclusion of these statements should not be regarded as a representation that Bravo Zulu or any other party will achieve any strategy, objectives, or other plans. Bravo Zulu shall have no duty to, and may not undertake to, update or correct any such forward-looking statements. Persons who access this Website are encouraged to contact Bravo Zulu representatives to discuss the procedures and methodologies used to make projections, targets, forecasts, estimates, and other information provided herein.
Past performance
THE PAST PERFORMANCE OF ANY INVESTMENT, INVESTMENT STRATEGY, OR INVESTMENT STYLE IS NOT INDICATIVE OF NOR A GUARANTEE OF FUTURE PERFORMANCE.
Assets under management are not an indication of a strategy’s performance.
Confidentiality and use of materials
Certain information presented herein may be confidential and may not be disclosed by you except with the prior consent of Bravo Zulu. Unauthorized reproduction, distribution, transmission, display, or publishing of all or any part of this material or the information contained herein in any form is strictly prohibited.
Accuracy and updates
Unless otherwise indicated, the information contained on this Website is current as of the date of the most recent update to the Website. We make reasonable efforts to provide accurate information, but we assume no duty to update or correct any information for any reason, including new information, results, or subsequent events. We may change all or any portion of the Website at any time without notice to you. We do not endorse the opinions of, or warrant the accuracy of facts or other information contributed by, any third party. You agree that we are not liable for any action you take or decision you make in reliance on any information.
Jurisdictional limitations
The use of the Website information in certain jurisdictions may be restricted by law. The information on this Website is not directed at, and is not intended for, any person in any jurisdiction if it would be contrary to applicable laws or regulations in that jurisdiction for such a person to receive such information.
Form ADV
Bravo Zulu’s current Form ADV is available through the firm or the SEC’s Investment Adviser Public Disclosure database.
Brochure Part 2A
Bravo Zulu’s current Brochure Part 2A is available through the firm. Please contact Bravo Zulu for a current copy.