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12th Street Asset Management is an investment adviser registered with the United States Securities and Exchange Commission. This web site is for informational purposes only and is not intended to be a solicitation, offering, or recommendation of any investment management or advisory service, securities, or other investment products to any person in any jurisdiction or country in which such solicitation, offering, or recommendation would be unlawful. The information contained in this web site should not be construed as financial or investment advice on any subject matter. The material on this web site, including 12th Street’s opinions expressed herein, are subject to change without notice. 12th Street does not represent that the investment strategies, services, or products discussed on this web site are appropriate for all investors. 12th Street Strategies contain equity securities that are managed with a view towards long term appreciation. Past performance is not an indication of future results. Separate account performance may vary. Given the concentration of the strategy, the composition of the strategy may differ materially from the composition of the benchmark. There are risks involved in investing in 12th Street strategies including permanent loss of capital. Please see our ADV on the SEC website for further information.