By
Christopher Norton
•
Potomac's CRDBX Named LSEG Lipper Fund Award Winner
BETHESDA, MD. (BUSINESS WIRE) Potomac Fund Management, Inc. (“Potomac”), a tactical asset manager specializing in risk-managed investment solutions, is excited to formally announce that the Potomac Defensive Bull Fund (CRDBX) has been recognized as a LSEG Lipper Fund Award 2026 winner for Best Alternative Multi‑Strategy Fund Over Three Years in the United States.
The LSEG Lipper Fund Awards honor mutual funds that have demonstrated consistent, risk‑adjusted performance relative to their peers. Winners are determined using Lipper Leader for Consistent Return, a quantitative, risk‑adjusted metric designed to identify funds that deliver strong returns with consistency across multiple market environments. For the three‑year period ended November 30, 2025, the Potomac Defensive Bull Fund achieved the highest Consistent Return score among eligible funds in the Alternative Multi‑Strategy category.
“This recognition reflects our disciplined, data‑driven investment process and our commitment to helping advisors manage risk through full market cycles,” said Manish Khatta, CEO and Co-CIO Potomac Fund Management. “The Potomac Defensive Bull Fund was designed to participate in rising markets while seeking to defend capital during periods of elevated volatility, and we believe this award validates that approach.”
The LSEG Lipper Fund Awards, announced on March 12, 2026, are presented annually and evaluate funds based on 36-, 60-, and 120‑month periods. The three‑year award recognizes funds that have delivered consistent risk‑adjusted returns over a full market cycle. Eligibility is limited to funds that meet strict criteria, including minimum performance history and peer group size.
About Potomac Fund Management
Headquartered in Bethesda, MD, Potomac Fund Management combines institutional‑grade investment expertise with a quantitative process that is Built to Conquer Risk®. Our mission is to provide financial advisors with real tactical management and a differentiated investing experience rooted in data, discipline, and transparency.
About the LSEG Lipper Fund Awards
The LSEG Lipper Fund Awards highlight funds and fund companies that have excelled in delivering consistently strong risk‑adjusted performance relative to peers. The awards are based on the Lipper Leader for Consistent Return rating, a measure calculated using historical risk‑adjusted returns. For more information, visit www.lipperfundawards.com.
Important Disclosures
The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk‑adjusted performance measure calculated over 30, 60, and 120 months. Lipper Leader ratings and Fund Awards do not constitute and are not to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com © 2026 LSEG. All rights reserved.
Investors should consider the investment objectives, risks, charges and expenses of the Funds carefully before investing. The prospectus contains this and other information about the Funds. You may obtain a prospectus on this website or by calling the transfer agent at 1-888-774-6679. The prospectus should be read carefully before investing.
Past performance does not guarantee future results. Investors should carefully consider the investment objectives, risks, charges, and expenses before investing. This material is for informational purposes only and does not constitute investment advice or an offer to sell, or a solicitation of an offer to buy any security.
An investment in the Funds is subject to investment risks, including the possible loss of the principal amount invested. There can be no assurance that the Funds will be successful in meeting their objectives. The risks associated with the Funds, detailed in the Prospectus, include the risks of investing in exchange traded funds (ETFs). To the extent a Fund invests in ETFs and mutual funds, the Fund will indirectly bear its proportionate share of any expenses (such as operating expenses and advisory fees) that may be paid by the underlying funds. These expenses would be in addition to the advisory fee and other expenses that the Fund bears in connection with its own operations. Investment in an ETF carries security specific risk and the market risk. There also may be risks associated with the Funds’ investment in a specific sector, and non-diversification. The Funds may also engage in short-term trading to try to achieve its objective and may have portfolio turnover rates significantly in excess of 100%. Futures Risks – Futures contracts are standardized agreements to buy or sell a specific asset at a predetermined price at a future date. Futures may be used to manage risk, gain market exposure, or enhance returns. The use of futures involves leveraging assets which may amplify gains or losses and increase volatility. Leveraged ETF Risks – The net asset value and market price of leveraged ETFs are usually more volatile than the value of the tracked index or of other ETFs that do not use leverage. Inverse ETF Risks – Inverse ETFs seek investment results that are the opposite of the daily performance of an underlying index or basket of stocks. Investors will lose money when the Index rises – a result that is the opposite from traditional funds. The Funds may invest in underlying funds that hold fixed income securities and foreign securities. Fixed income securities fluctuate with changes in interest rates. Typically, a rise in interest rates causes a decline in the value of fixed income securities. Foreign investments can involve significant risks in addition to the risks inherent in U.S. investments. These risks include adverse political, social and economic developments, differing auditing and legal standards, war, expropriation and nationalization
Distributed by Paralel Distributors LLC. Paralel is not affiliated with Potomac Fund Management, Inc.
Media Contact
Christopher Norton
christopher@potomac.com
(510) 850-4602
PFM-516-20260401
Potomac Fund Management (“Potomac”) is an SEC‑registered investment adviser located in Bethesda, Maryland. Registration does not imply a certain level of skill or training, nor is it an endorsement by the SEC. This material is for general informational purposes only and does not constitute investment advice, tax advice, or a recommendation regarding any specific product, security, strategy, or investment decision. Readers should not assume that any discussion or information applies to their individual circumstances. This communication does not constitute an offer to buy or sell any security or a solicitation to provide personalized investment advice for compensation. Nothing herein should be construed as individualized or tailored advice delivered over the internet.
Opinions expressed are current as of the date of publication and may change without notice. Information obtained from third‑party sources is believed to be reliable, but Potomac does not guarantee its accuracy or completeness and is not responsible for any third‑party content referenced or linked in this material.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. For additional important disclosures, please visit potomac.com/disclosures.
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