Important Disclosures & Definitions

A link to this page may have been included in documents provided to you or you may have arrived at this page through a link provided on other parts of our website. This page has been organized to help you find documents related to your specific relationship with Vulcan. If at any time you have questions about your account, please contact Vulcan’s client service team at clientservice@vulcanvaluepartners.com.

Vulcan Value Partners, LLC is an investment adviser registered with the Securities and Exchange Commission under the Investment Adviser Act of 1940. The information provided on this website is not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. Information shown is subject to change. There is no guarantee that Vulcan will meet its stated goals. Past performance is not indicative of future results. Differences in account size, timing of transactions and market conditions prevailing at the time of investment may lead to different results, and clients may lose money. A company’s fundamentals or earnings growth is no guarantee that its share price will increase. Forward earnings projections are not predictors of stock price or investment performance, and do not represent past performance. You should not assume that any investment is or will be profitable.

Vulcan Value Partners separately managed accounts are available only for institutional and private clients of Vulcan Value Partners, LLC.

The Vulcan Value Partners Mutual Funds are offered only to United States residents, and this site is for persons in the United States only. Nothing on this Web site should be considered a solicitation to buy or an offer to sell shares of any Vulcan Value Partners Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. Investors should carefully consider the investment objectives, risks, management fees and expenses of the Vulcan Value Partners Fund and the Vulcan Value Partners Small Cap Fund. This and other information is included in the Funds’ prospectus. Please read the prospectus carefully before investing. There is no assurance that stated objectives will be met. Investments are not FDIC insured, may lose value, come with no bank guarantee and are not insured by any government agency. Vulcan Value Partners Funds are distributed by ALPS Distributors, Inc. ALPS Distributors, Inc. is not affiliated with Vulcan Value Partners, LLC.

Important Disclosures:

Vulcan Value Partners GIPS Disclosure

Vulcan Value Partners ADV Part 1

Vulcan Value Partners ADV Part 2A

Vulcan Value Partners Form CRS

Vulcan Value Partners Privacy Notice

Vulcan Value Partners 408(b)(2) Disclosure

Important Definitions and References:

Vulcan Value Partners Index References

Vulcan Value Partners Glossary of Definitions