CVR Investment Strategy

Designed as a hedged equity alternative, the CVR Dynamic Allocation Fund seeks long-term capital appreciation while preserving capital in declining markets. The fund incorporates three diverse drivers of performance:

FOCUSED EQUITY

Exposure to a concentrated portfolio of stocks systematically selected for profitability and valuation attributes. Seeks out-sized returns through a disciplined, unemotional process.

DEFENSIVE EQUITY

Tactical equity exposure geared towards growth drivers of the US economy. A rule-based algorithm signals risk-on / risk-off, offering capital protection and the potential for asymmetric returns.

ABSOLUTE RETURN

Global long/short exposure to fixed income, currencies, equity indices and commodities. Low (and often negative) correlation to traditional equity. Dampens overall portfolio volatility.