RULRX: The Rule One Fund – It's About Generational Wealth

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Phil Town

Portfolio Manager

Managing Partner of Rule One Partners and Portfolio Manager of the Rule One Fund

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Investing in stocks is about buying wonderful businesses on sale. Everything else is speculating.

Phil Town

Mr. Town began investing in 1981 with $1000 following a one-year apprenticeship to a value investor in San Diego, CA. In 1999, Mr. Town was asked to speak about his success as a private investor and this speech became the basis for his first New York Times #1 best-selling book, Rule #1, now published world-wide in 18 languages. In 2009 he taught the first workshop on Rule #1 investing strategy in Singapore to 300 students. He has been on stage in front of over two million people speaking about Rule #1 investing strategy and has led nearly one hundred 3-day workshops. Mr. Town published two other best- selling books on Rule #1 strategy, Payback Time and Invested, and is seen regularly on CNBC and MSNBC. In addition, he and his daughter, Danielle, have a successful weekly podcast, InvestED, that is downloaded over 100,000 times per month. He and his wife, Melissa, own Rule One Investing, LLC, a company that has certified over 200 coaches to educate students in the Rule #1 strategy and which teaches over 10,000 students per year.

Phil Town is the managing partner of Rule One Partners, LLC, the Registered Investment Advisory firm that is the advisor to the Rule One Fund.

Mr. Town is a graduate of the University of California, San Diego, with a degree in Philosophy and was a First Lieutenant in the US Army with service in Latin America with 8th Special Forces Group and in Vietnam as a platoon leader. Following his service in the military and prior to becoming an investor, he worked as a river guide in the Grand Canyon for nine years. He now lives on a 380-acre horse farm with his wife and business partner Melissa Hyde-Town and together they have 4 grown children.

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Rule One Fund

RULRX

Fund Strategy

The Fund will seek positive absolute returns as the primary goal of the Fund with capital preservation during market downturns as a secondary goal based on specific investment parameters that are detailed in the Fund’s prospectus. These investment strategies include the following:

Non-diversified Focused

The majority of invested capital will be held in a small number of equity positions, typically fewer than 15.

Deep Value

The Fund seeks to purchase equities at half of the indicated value, based on proprietary valuation methodology, with the expectation of long-term capital gains.

Contrarian

Equities selected for purchase will typically be out-of-favor, ignored or being sold off by most other professionals.

Event Driven

A strategy that seeks to exploit pricing inefficiencies which may occur before or after an event, such as mergers, re-organization, spin-offs, industry disruption or company crisis, creating an opportunity for relatively lower-risk with high returns.

Macro-Technical Momentum

When proprietary fundamental and technical signals indicate a major market direction shift the Fund will adjust the portfolio asset selection between overweight equities to overweight cash

Volatility

Increasing volatility driven by uncertainty or positive sentiment may create advantageous equity entry and exit points. In essence, the Fund prefers to buy fear and sell greed.

Derivative Trading

The Fund will use derivatives (contracts which derive their value/price from an underlying asset) for cash flow and creating advantageous entry and exit points for equities.

The Fund uses both long and short positions in equities, derivatives, cash and cash equivalent ETFs. The Fund may hold large cash positions for long periods of time while waiting for opportunities.