Finances

 
CVR Portfolio Funds was established in 2013, just a few short years after the global financial crisis. The pain that investors experienced during that tumultuous period led to an increased appreciation for investment solutions that are attuned to downside risk. CVR’s Dynamic Allocation Fund was born from the understanding that protecting capital in down markets is critical to successfully compounding wealth.

The CVR Dynamic Allocation Fund is a hedged equity alternative, built to navigate the inevitable ups and downs associated with equity investing. The fund utilizes a disciplined rule-based process to invest capital across three diversified strategies that exhibit low correlation. The result is a fund that seeks to deliver in up markets and mitigate losses in down markets by systematically adjusting to changing risk.