Investment Products and Service Launches

Cavalier Assigns Nine Interim Sub-Advisers for Suite of Mutual Funds; Empower Retirement Paper Explores QDIAs; TOBAM Launches its First U.S. Mutual Fund.

By PLANSPONSOR staff | September 15, 2016
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Mutual fund manager-of-managers Cavalier Investments has appointed nine firms as interim sub-advisers for its suite of funds. 

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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