OUR MISSON: MAKE PORTFOLIOS SMARTER

ABOUT US

• Founded in 2015

• Employee Owned and Operated
• SEC – Registered Investment Advisor
• Roughly $375 million AUM/AUA as of 9/30/2019
• Smart Portfolios, Funds, and SMA

FOCUSED ON THE EVOLUTION OF ADAPTIVE CORRELATION

Defined Processes Typically Deliver Better Outcomes

Computer modeling enables defined processes to know how to adapt to changing conditions; enhancing performance metrics. Cavalier Research seeks to discover investment processes that typically correlate to broad market benchmarks in up markets, but adjust to mitigate risk; reducing correlation in down markets. By utilizing defined processes and computer modeling, Cavalier Solutions know how to adapt to changing markets; with the goal of enhancing portfolio returns.