Welcome

Mutual Funds

  • Products & Performance

At Montage Investments, we strive to provide innovative investments to a wide range of investors. We believe in partnering with leading investment managers to deliver specialized investments that fill a specific need. We take strategies that were once only available to institutions and the super-rich, and we make them available to a wider range of investors.

Designed specifically to meet the challenges faced by investors, our mutual funds are managed by industry professionals with decades of experience and a focus on seeking superior risk-adjusted returns across market cycles. Explore the wide range of Montage-affiliated funds and learn more about how they can help you achieve your investment goals.


Monthly Fact Sheets

Fact Sheet Prospectus Investment Manager
Consilium Emerging Market Small Cap Fund
July 2016
Prospectus Consilium Funds
Convergence Core Plus Fund
July 2016
Prospectus Convergence Investment Partners
Convergence Market Neutral Fund
July 2016
Prospectus Convergence Investment Partners
Convergence Opportunities Fund
July 2016
Prospectus Convergence Investment Partners
TorrayResolute Small/Mid Cap Growth Fund
Second Quarter 2016
Prospectus TorrayResolute
Tortoise MLP & Pipeline Fund
June 2016
Prospectus Tortoise Capital Advisors
Tortoise North American Energy Independence Fund
June 2016
Prospectus Tortoise Capital Advisors
Tortoise Select Opportunity Fund
June 2016
Prospectus Tortoise Capital Advisors

Quarterly Fact Sheets

Fact Sheet Prospectus Investment Manager
The Giralda Fund
Second Quarter 2016
Prospectus Giralda Advisors
The Giralda Risk-Managed Growth Fund
Second Quarter 2016
Prospectus Giralda Advisors
Nuance Concentrated Value Fund
Second Quarter 2016
Prospectus Nuance Investments
Nuance Mid Cap Value Fund
Second Quarter 2016
Prospectus Nuance Investments
Nuance Concentrated Value Long-Short Fund
Second Quarter 2016
Prospectus Nuance Investments
Palmer Square Absolute Return Fund
First Quarter 2016
Prospectus Palmer Square Capital Management
Palmer Square Long/Short Credit Fund
First Quarter 2016
Prospectus Palmer Square Capital Management
Palmer Square SSI Alternative Income Fund
First Quarter 2016
Prospectus
Palmer Square Capital Management

Mutual fund investing involves risk. Principal loss is possible. ᅠMontage Investments is an SEC Registered Investment Advisor, which among other things may provide marketing and/or sales related support to its affiliates, none of which are affiliated with Quasar Distributors, LLC, and/or IMST Distributors, LLC.ᅠ

Consilium Emerging Market Small Cap Fund; Convergence Market Neutral Fund; Convergence Opportunities Fund; Convergence Core Plus Fund; Nuance Concentrated Value Fund; Nuance Mid Cap Value Fund; TorrayResolute Small/Mid Cap Growth Fund; Tortoise MLP & Pipeline Fund; Tortoise North American Energy Independence Fund and Tortoise Select Opportunity Fund: Quasar Distributors, LLC, Distributor. Palmer Square Short Duration High Income Fund; Palmer Square Absolute Return Fund; Palmer Square Income Plus Fund; Palmer Square Opportunistic Income Fund; Palmer Square SSI Alternative Income Fund: IMST Distributors, LLC, Distributor.ᅠ