Seven Canyons Advisors, LLC

Seven Canyons Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission, established on September 18, 2017, and based in Salt Lake City, UT. The firm specializes in providing investment management services to various client types, including investment companies, private funds, and separately managed accounts (SMA). Their investment strategy involves a "bottom-up" process of fundamental analysis to identify and select investment opportunities. The firm offers specific strategies such as the World Innovators Strategy, Strategic Global Strategy, and Global Emerging Companies Strategy, tailored to different client needs. Clients have the option for client-tailored strategies negotiated on a case-by-case basis. Seven Canyons operates as a fiduciary, acting in the best interests of clients, and must meet professional standards of care, avoid conflicts of interest, and charge reasonable fees. As of December 31, 2024, the firm had $121,604,728 in assets under management. The fee structure varies based on the type of client account, with mutual funds and private funds having specific fee schedules. The firm exercises investment discretion, making decisions on securities to be bought and sold for client accounts. Clients receive regular reports on their accounts, and the firm follows specific procedures for proxy voting and brokerage practices to ensure transparency and compliance.