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Infinity Q Diversified Alpha Fund Institutional Class (IQDNX)

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12.83+0.01 (+0.08%)
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Infinity Q Diversified Alpha Fund Institutional Class

Trust for Advised Portfolios (Infinity Q)

P.O. Box 701

Milwaukee, Wisconsin 53201-0701

Management Information
Leonard A. Potter,Lead Manager since September 29, 2014
Leonard Potter is the Chief Executive Officer of Infinity Q Capital Management, and launched the firm to offer retail investors access to the top tier investment strategies typically reserved for elite high net worth clients. Mr. Potter also serves as the President and Chief Investment Officer of Wildcat Capital Management, LLC, which is an advisor to a number of ultra-high net worth clients, and serves as a Co-Founder of Vida Ventures, LLC, a biotech-focused venture capital firm. From 2009 until joining Wildcat, Mr. Potter served as a consultant to Soros Fund Management LLC (“SFM”) and as the Chief Investment Officer of Salt Creek Hospitality, a private acquirer and owner of hospitality related assets that was sponsored by an affiliate of SFM. From 2002 through 2009, Mr. Potter was Managing Director - Soros Private Equity at SFM where, from May 2005 through July 2009, Mr. Potter served as co-head of the Private Equity group and a member of the Private Equity Investment Committee. From September 1998 until joining SFM, Mr. Potter was a Managing Director of Alpine Consolidated LLC, a private merchant bank, and from April 1996 through September 1998, Mr. Potter founded and served as a Managing Director of Capstone Partners LLC, a private merchant bank. Prior to founding Capstone Partners, Mr. Potter was an attorney specializing in mergers, acquisitions and corporate finance at Morgan, Lewis & Bockius and Willkie Farr & Gallagher. Mr. Potter has served on a number of public and private boards of directors and is currently a member of the boards of Hilton Grand Vacations Inc., Vision Path. (d/b/a Hubble Contacts), Solar Senior Capital, Ltd. (“SUNS”), Solar Capital Ltd. (“SLRC”), GSV Capital Corp. (“GSVC”), Neuro Vision Imaging, Inc., Vicapsys, Inc., Aperisys, Inc. and Auto Europe Group, LLC. Mr. Potter has a Bachelor of Arts degree from Brandeis University and a Juris Doctor degree from Fordham University School of Law.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyInfinity Q
Net Assets1.76B
YTD Return0.94%
Morningstar Rating★★★★
Inception DateSep 29, 2014

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover23.00%
Average for CategoryN/A

Fees & Expenses

ExpenseIQDNXCategory Average
Annual Report Expense Ratio (net)2.24%1.50%
Prospectus Net Expense Ratio2.24%N/A
Prospectus Gross Expense Ratio2.24%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.28%
Max Deferred Sales LoadN/A1.22%
3 Yr Expense Projection700N/A
5 Yr Expense Projection1,200N/A
10 Yr Expense Projection2,575N/A