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Classified in: Science and technology
Subject: Mutual Fund

Counterpoint Launches New A.I. Driven Counterpoint Quantitative Equity ETF (CPAI)


Counterpoint Funds, a quantitative mutual fund and ETF provider specializing in systematic diversifier strategies, today announced the launch of the Counterpoint Quantitative Equity ETF. CPAI seeks long-term capital appreciation by investing in individual stocks that have exposure to multiple factors and are among the highest-ranking stocks to hold as determined by quantitative models and artificial intelligence.

"We're pleased and excited to offer a long-only equity ETF that is revolutionary in its use of advanced artificial intelligence to dynamically adjust factor exposure depending on changes in market conditions," said Joseph Engelberg, Ph.D. and Chief Research Officer at Counterpoint Funds. "This unlocks the potential of CPAI to capitalize on a wider range of market environments as it is not anchored to a traditional static single or multi-factor-based approach to investing."

The Counterpoint Quantitative Equity ETF Fund is composed of multiple quantitative machine learning models to score and select the highest ranked US stocks of all market capitalizations, with a focus on small and mid-cap. The Fund leverages advanced artificial intelligence techniques to dynamically adjust exposure to different factors to seek outperformance relative to the market. CPAI aims to provide exposure to stocks with the highest predicted return, where factor exposures are dynamic depending on factor interaction effects and changes in market conditions.

"As advisors continue to seek greater equity diversification, we are confident the Counterpoint Quantitative Equity Fund will be a welcome addition for investors seeking total return and capital appreciation," added Mr. Engelberg.

For more information on the Quantitative Equity ETF please visit cpfunds.com/cpai

About Counterpoint Funds

Counterpoint Funds is a defensive, systematic and research driven mutual fund and ETF provider with 5 funds and over $1.5 billion in assets under management. Counterpoint is focused on offering defensive fixed income and equity diversifier strategies designed to drive portfolio performance over the long run. Counterpoint's mutual funds and ETF employ quantitative investment strategies that base asset allocation and security selection decisions on academic research and statistical analysis. Counterpoint Mutual Funds, LLC, is located at: 12760 High Bluff Drive, Suite 280, San Diego, CA 92130. Tel: 858-771-4000

NOT FDIC INSURED - MAY LOSE VALUE - NO BANK GUARANTEE

Important Risk Information

Investments in the Counterpoint Quantitative Equity ETF involves risk including possible loss of principal and may not be suitable for all investors. The Fund is new with a limited history of operations. There is no assurance that the Fund's strategy for allocating assets will achieve its investment objectives. The extent that Authorized Participants (AP) exit the business or are unable to proceed with creation or redemption orders, Fund shares may be more likely to trade at a premium or discount to net asset value and possibly face trading halts or delisting. Issuers of a security and other instruments may not be able to make principal and interest payments when due. Fluctuation in the value of equity securities held by the Fund causes the net asset value of the Fund to fluctuate. You should consider how you investment in Shares will be taxed and consult your own tax professional about the tax consequences of an investment in Shares.

The Fund is structured as an ETF and is subject to risks including, market price variance, trading issues and not being individually redeemable. ETF investments involve advisory and other expenses which will be indirectly paid by the Fund. The Adviser's judgments about the growth, value or potential appreciation of an investment may prove to be incorrect or fail to have the intended results, which could adversely impact the Fund's performance and cause it to underperform relative to its benchmark, or not to achieve its investment goal. Like any quantitative analysis, the Adviser's investment model carries a risk that the model used might be based on one or more incorrect assumptions. Rapidly changing and unforeseen market dynamics could lead to a decrease in the short-term effectiveness of the model and could have an adverse effect on the securities selected for the Fund. No assurance can be given that the Fund will be successful under all or any market conditions.

Index Definitions

The S&P 1000® Index is a composite index that includes small and mid-cap stocks issued in the United States and holds the same securities as the S&P 400 and S&P 600 Indices. The S&P 400 Index is a portfolio made up of four hundred common stocks believed to be representative of the mid-cap market. The S&P 600 Index is a portfolio made up of six hundred common stocks believed to be representative of the small-cap market.

There is no guarantee that any investment strategy will achieve its objectives, generate profits, or avoid losses. Important information about the fund is available in their prospectuses, which can be obtained at counterpointfunds.com or by calling 844-273-8637. The prospectuses should be read carefully before investing. Investors should carefully consider the investment objectives, risks, charges, and expenses of the funds managed by Counterpoint Mutual Funds. The Counterpoint Funds fund family is distributed by Northern Lights Distributors, LLC member FINRA/SIPC. Counterpoint Funds, LLC is not affiliated with Northern Lights Distributors, LLC member FINRA/SIPC.

7991-NLD-11/28/2023


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