CARMEL BY THE SEA, Calif.--(BUSINESS WIRE)--Cavalier Investments (Cavalier), a mutual fund manager-of-managers, today announced that its investment committee has approved the designation of nine firms as interim sub-advisors for its suite of funds, effective August 1, 2016 (permanent sub-advisor status subject to proxy vote of shareholders expected within 90 days). Firms appointed include: Beaumont Capital Management, Bluestone Capital Management, Carden Capital, Efficient Market Advisors, Julex Capital Management, Navellier & Associates, Parasol Investment Management, StratiFi and Validus Growth Investors. In the role of sub-advisors, the firms will provide active management to Cavalier Investments determining each funds’ allocation positions.
“These firms were carefully selected for their high-quality, defensive-oriented, and tactical, rules-based approach to investing,” said Gregory A. Rutherford, CFP, Chief Executive Officer, Cavalier Investments. “We believe portfolios should adapt to changing market conditions and each of these firms aligns with our philosophy. Given recent market volatility, and the need for tactical funds that are versatile and protective, we are pleased to partner with firms that bring a proven track record with this strategy.”
Cavalier adheres to the theory of adaptive correlation in the creation of flexible portfolio solutions that seek to provide benchmarked performance in growth periods and loss-mitigation in rapidly changing down markets. Through an extensive process of research, testing and due diligence, each sub-advisor has been chosen for its alignment with Cavalier’s investment philosophy and performance standards.
“In partnering with Cavalier, we offer two tactical and quantitative processes that remove emotional reactions to market movements,” said Dave Haviland, Managing Partner and Portfolio Manager of Beaumont Capital Management. “Our Sector Rotation and Decathlon strategies that are now employed by Cavalier are designed to provide the degree of market exposure investors desire, with built-in risk controls to help mitigate large market and sector declines. We’re pleased to join a team of respected and experienced firms, selected by Cavalier after careful review and due diligence.”
As frequent volatility has shaken investors and an historic bull market run exhibits signs of weakness, the need for more tactical protective offerings has grown.
“We believe the 1950s buy-and-hold approach is not sufficient for today’s investors,” said Scott Wetherington, Chief Investment Officer for Cavalier. “We’ve seen too many steep downturns in recent memory and investors deserve a more responsive solution. When the market is down 10 percent, that is no time to create a sell strategy. With these funds and the proven sub-advisors and managers behind them, investors have more options in both expanding and contracting markets.”
The Cavalier Investments suite of funds includes: Cavalier Dynamic Growth (I-Shares CDYGX); Cavalier Fundamental Growth (I Shares CAFGX); Cavalier Global Opportunities (I Shares CATEX); Cavalier Hedged High Income (I Shares CHIIX); Cavalier Multi Strategist (I Shares CMSFX); Cavalier Adaptive Income (I Shares CADTX); and Cavalier Tactical Rotation (I Shares CTROX).
To learn more, please contact Jeff Nieto, Director, Information & Marketing, at jeffnieto@cavalierfunds.com
About Cavalier Investments
Cavalier Investments (Cavalier)
strives to provide adaptive, risk-adjusted investment solutions for
financial advisors seeking to better position their clients for changing
market conditions. Through an adaptive-correlation-based suite of mutual
fund and SMA products, Cavalier targets relative returns in up markets
while seeking to decrease risk during turbulent periods. Following a
manager-of-managers model, Cavalier performs exhaustive research and
testing to select industry-leading tactical strategists and employ their
processes in the Cavalier platform. Founded in 2015, Cavalier
Investments is the investment advisor to the Cavalier Funds. Cavalier
Investments is based in Carmel by the Sea, CA with offices in Atlanta,
Georgia and Omaha, Nebraska. For more information, visit www.cavalierinvestments.com
An investment in the Funds is subject to investment risks, including the possible loss of some or all of the principal amount invested. There can be no assurance that the Funds will be successful in meeting their investment objectives. Investment in the Funds is also subject to the following risks: Fund of Funds Risks, Control of Portfolio Funds Risk, Market Risk, Management Style Risk, Quantitative Model Risk, Common Stock Risk, Other Equity Securities Risk, Large-Cap Securities Risk, Small-Cap and Mid-Cap Securities Risk, Sector Risk, Foreign Securities and Emerging Markets Risk, Portfolio Turnover Risk and Investment Advisor Risk. More information about these risks and others risks can be found in the Fund’s prospectus.
The Cavalier Funds are distributed by Capital Investment Group, Inc., Member FINRA/SIPC, 100 E. Six Forks Road, Suite 200, Raleigh, North Carolina 27609. There is no affiliation between the Cavalier Funds, including their principals, and Capital Investment Group, Inc.
Investors should consider the investment objective, management fees, risks, charges and expenses of the Funds carefully before investing. The Prospectus contains this and other information about the Funds. For a current Prospectus, call (888)721-4588 or email us at info@cavalierfunds.com. Please read the Prospectus carefully before you invest.
Diversification does not ensure a profit or protect against a loss.