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Tamarack

Tamarack Funds is part of our character and legacy. They have maintained it at Voyageur for over 20 years, and they were proud to extend it to individual investors like you, through the Tamarack Funds. The Tamarack Funds offers access to the experience and integrity of Voyageur Asset Management valued and trusted by some of the nation's largest institutions. They are guided by principles that place our client’s interest first.

The Tamarack Funds are managed by tenured professionals with extensive investment advisory experience. Their funds adhere to a disciplined investment process that emphasizes style consistency and strives for strong risk-adjusted performance. Their investment management goal is to balance acceptable risk and financial returns.

Tamarack Micro Cap Value Fund seeks long-term capital growth. The fund invests in stocks that combine the characteristics of small stocks and neglected stocks. The companies the fund targets typically have market capitalizations between 20 million dollars and 110 million dollars. The fund eliminates stocks from consideration if the advisor determines that the financial condition of the company is unsatisfactory if liquidity is insufficient or if the price of the stock is below 5 dollars. The fund generally maintains a low annual turnover ratio.

The investment seeks long-term growth of capital. The fund normally invests at least 80 percent of assets in common stocks issued by small and fast-growing companies with securities that management considers realistically valued at the time of purchase. Management estimates value based on price/earnings, price/sales, and price/book ratios. The fund ordinarily invests at least 65 percent of assets in companies that have market capitalizations between 250 million dollars and 1 billion dollars.

Tamarack Mid Cap Growth Fund seeks long-term capital appreciation. The fund normally invests at least 80 percent of assets in common stocks of mid-sized companies similar in size to the companies within the S&P MidCap 400 Index.

The investment seeks current income and capital appreciation. The fund normally invests at least 65 percent of assets in U.S. government obligations and corporate debt obligations as well as other fixed-income securities. At least 70 percent of the fund's fixed-income securities will be rated in one of the three highest categories by S&P or Moody's. The fund expects to maintain an average portfolio maturity between five and fifteen years.

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