Cavalier Investments
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- Cavalier Investments (Cavalier) is a mutual funds and separately managed accounts (SMA) manager-of-managers firm offering dynamic portfolio solutions that adjust to risk based on changing market conditions. Cavalier Investments was founded in 2015 and is the Investment Advisor to the Cavalier Funds. INVESTMENT PHILOSOPHY Cavalier Investments was founded on the principle that the 1950s era buy-and-hold tenet of the Modern Portfolio Theory no longer best serves investors in todays turbulent markets. Cavalier adheres to the theory of adaptive correlation, which offers a more agile approach to reallocating assets with shifting markets, aiming to deliver investors both relative returns in up markets and protection against losses in down markets. MANAGER SELECTION Through extensive research and due diligence, Cavalier strives to identify managers who have demonstrated: benchmark performance in up markets; defensive positioning in down markets; consistent adherence to its stated investment philosophy; continuity of management team; and long-term performance that meets or exceeds our fiduciary scoring review.
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Headquarters:12600 Deerfield Parkway Suite 100, Alpharetta, Georgia, United States
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Phone Number: +1 678-566-3612
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Website: https://www.cavalierinvestments.com
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Employees:9
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Revenue:$1 - 10M
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Legal Name:Cavalier Investments
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Cavalier Investments's Social Media
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| NAICS Code: 999990 |
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Frequently Asked Questions regarding Cavalier Investments
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Where are Cavalier Investments's Headquarters?
Cavalier Investments's Headquarters are in 12600 Deerfield Parkway Suite 100,Alpharetta,Georgia,United States
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What is Cavalier Investments's phone number?
Cavalier Investments's phone number is +1 678-566-3612
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What is Cavalier Investments's official website?
Cavalier Investments's official website is https://www.cavalierinvestments.com
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What is Cavalier Investments's Revenue?
Cavalier Investments's revenue is $1 - 10M
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What is Cavalier Investments's NAICS code?
Cavalier Investments's NAICS code is 999990
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How many employees are working in Cavalier Investments
Cavalier Investments has 9 employees
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What is Cavalier Investments's Industry?
Cavalier Investments is in the industry of Investment Management
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Who is Cavalier Investments's Independent Business Owner?
Cavalier Investments's Independent Business Owner is Linda Reck