Mutual fund manager-of-managers Cavalier Investments has appointed nine firms as interim sub-advisers for its suite of
The sub-advisers, each approved
by the Cavalier investment committee, were selected for their connection to
Cavalier’s investment philosophy and performance standards, the company said.
The firms chosen are: Beaumont Capital Management,
Bluestone Capital Management, Carden Capital, Efficient Market Advisors, Julex Capital
Management, Navellier & Associates, Parasol Investment Management, StratiFi
and Validus Growth Investors.
“These firms were carefully selected for their high-quality,
defensive-oriented, and tactical, rules-based approach to investing,” says
Gregory A. Rutherford, chief executive officer of 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.”
The appointment comes after the bull market run and recurrent
instability have caused a need for additional strategic protective offerings, according to the firm.
The Cavalier Investments suite of funds is as follows:
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).
“With these funds and the proven sub-advisers and managers behind
them, investors have more options in both expanding and contracting markets,” says Scott Wetherington, chief investment officer for Cavalier.
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