PHLOX - Philotimo Focused Growth and Income Fund

David L. Kanen, the President of the Adviser, has served the Fund as its portfolio manager since it commenced operations in 2021. Mr. Kanen founded Kanen Wealth Management in 2016 and has 28 years of investment experience. From 1988 to 2012, Mr. Kanen worked for several brokerage firms as an institutional securities broker. From 1992 to 2004, Mr. Kanen worked as a wealth manager/broker with A.G. Edwards & Sons, Inc., where he managed several retail and institutional accounts, including hedge funds, that focused on value investing. Mr. Kanen is the President and Portfolio Manager of Kanen Wealth Management, LLC and Philotimo Fund, L.P. Located in Coral Springs, Florida, the firm provides portfolio construction and market-responsive investment management strategies. Its investment philosophy focuses on value-based investing. Mr. Kanen graduated from Jacksonville University with a B.A. in Marketing in 1988.