*DISCLAIMER: The portfolio companies identified and described herein do not represent all of the portfolio companies purchased, sold or recommended for funds advised by Peterson Partners. The reader should not assume that an investment in the portfolio companies identified was or will be profitable.
Not all acquisitions or IPOs are profitable; the positions can be acquired at a price that is greater or less than the price at which Peterson Ventures purchased its interest for client accounts. The information is being shown to reflect the firm’s ability to select investments and not to reflect any positive investment experience.