ASCENDANT:   Objective and Equipped

Ascendant Advisors, LLC (“Ascendant”) is the SEC-registered investment adviser to the Patriot Fund.

With more than 40 years of advanced proprietary research to its credit, the Ascendant team applies investment processes that are objective and dispassionate; synthesizing large volumes of data on thousands of stocks spanning multiple decades.

The Ascendant team seeks risk-adjusted outperformance over multiple market cycles for the Patriot Fund vs. the S&P 500 through quantitative methods, portfolio optimization techniques, and a wide-array of proprietary statistical models.

A History of Results

Registered investment manager since 1970 

• Headquartered in Houston; one of the oldest independent SEC-registered investment advisers in Texas

Performance-oriented

• Active portfolio management with a quantitative approach to investment research
• Bottom-up process to security selection utilizing broad array of technical and fundamental data
• Top-down approach to portfolio construction and asset allocation 
• Investment Committee members average over 25 years of investment experience