Cavalier Funds is committed to partnering with those we judge to be “the best of the best” when it comes to choosing sub-advisors for our funds that meet our criteria. Whether that results in the selection of one sub-advisor or multiple sub-advisors, we select those we believe show the greatest promise of continuing to meet our high standards.
Selected managers for Cavalier Funds must meet and maintain our criteria for:
- Benchmark performance in up markets
- Defensive positioning in down markets
- Consistency and adherence to stated investment philosophy
- Continuity of the management team
- Long term performance that meets or exceeds our ﬁduciary scoring review
Ongoing Due Diligence
Cavalier Funds conducts formal evaluation of its managers on a quarterly basis. We review the managers’ long-term performance, adherence to investment philosophy and the continuity of their management teams.
We believe our combined talent, experience and knowledge greatly beneﬁt our shareholders and provide new opportunities to achieve their investment objectives.
Putting Our Process to Work
From the identification of an investment manager to the launch of a mutual fund, Cavalier utilizes a focused evaluation process, and seeks to ensure effective product solutions for our financial advisor partners.