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Adaptive Growth Opportunities Fund Institutional Class (0P0000WMCF)

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Dữ liệu lịch sử của Cavalier Global Opportunities Fund Institutional C, để có dữ liệu thời gian thực, xin thử một tìm kiếm khác

25.468 -0.350 -1.36%

10/05 - Dữ Liệu Trì Hoãn. Tiền tệ tính theo USD

Loại: Quỹ

Thị trường: Hoa Kỳ

Đơn vị phát hành: Cavalier

Lớp Tài Sản: Cổ phiếu

Xếp Hạng Morningstar:
Tổng Tài Sản: 144.71M

Tổng quan 0P0000WMCF

Đây là nơi bạn có thể tìm kiếm hồ sơ chuyên sâu về Adaptive Growth Opportunities Fund Institutional Class. Tìm hiểu về các nhân sự quản lý chủ chốt, tổng tài sản, chiến lược đầu tư và thông tin liên hệ của 0P0000WMCF cùng nhiều thông tin khác.

Thể loại

Tactical Allocation

Tổng Tài Sản

144.71M

Chi Phí

1.26%

Ngày Bắt Đầu

20/09/2012

Thông Tin Liên Lạc

Địa Chỉ Post Office Box 4365
Rocky Mount,NC 27803
United States

Điện thoại 1-800-773-3863

Web www.cavalierfunds.com

Các Chuyên Viên Hàng Đầu

Tên	Tiêu đề	Kể từ	Cho tới
Brian C Shevland	CEO/Founder	2018	bây giờ
Tiểu sử	Brian began his career in 2000 focused on research and securities analysis. Prior to Bluestone, Brian founded and managed Shevland Capital, an investment management firm. He has significant experience in the analysis and trading of ETFs and equities as well as researching companies in a variety of industries and sectors. Brian graduated with a BS in Business from the Honors Scholars Program at the University of North Carolina at Wilmington, studied International Finance at University of Roehampton in London, England, and completed coursework on investment management at the Wharton School of the University of Pennsylvania. Brian holds the Series 7, 24, 63 & 65 securities licenses.
Lee Albert Calfo	Principal	2018	2020
Tiểu sử	Lee A. Calfo is the Chief Executive Officer and a Portfolio Manager of the Adviser and has served as President and a Portfolio Manager of the Fund since 2019. Mr. Calfo is also the President and founder of Bluestone Capital Management, LLC, an investment advisory firm, where he serves as a Portfolio Manager and has managed the firm’s asset management strategies, since 2010. He has also served as the Chief Executive Officer of J. Alden Associates, Inc., a broker-dealer, and Alden Capital Management, an asset management firm, since 2018. Mr. Calfo served as President of MCG Securities LLC, a broker-dealer, from 2012 to 2017. Prior to founding Bluestone Capital Management, LLC, Mr. Calfo served as President of Iron Bay Capital in 2011, Portfolio Manager at Boenning & Scattergood, Inc. from 2007 to 2009, and Chief Investment Officer and Director of Research at Cohen & Company Securities, LLC from 2004 to 2007
Scott Wetherington	-	2018	2018
Tiểu sử	Scott is an accomplished member of the Cavalier team with 25 years of experience in portfolio management, research and investment strategies. Scott serves as Chief Investment Officer and is responsible for leading the research and investment strategies for Cavalier’s Mutual Funds. He also serves as Portfolio Manager for Cavalier’s Tactical Economic SMA, Cavalier Tactical Economic Fund, Cavalier Hedged High Income Fund and the NE Index Fund. Prior to Cavalier, Scott served as Senior Portfolio Manager and Chief Investment Strategist for Linder Capital Advisors. Scott is a frequent speaker at conferences on Portfolio Management and has been honored as a guest speaker at Georgia Institute of Technology. Scott earned his Bachelor of Business Administration at James Madison University. He resides in Georgia with his family. Scott also holds the Chartered Financial Analyst designation (CFA) and is a member of the Atlanta Society of Finance and Investment Professionals.
David M. Haviland	-	2016	2018
Tiểu sử	David M. Haviland has over 25 years in the investment management business. He began his business career with CIGNA Corporation and worked for several planning and investment advisory firms before joining H & Co. Financial Services, Inc. in 1993. Dave later bought H. & Co. and merged it with Beaumont Financial Partners, LLC. Dave heads the BCM Division providing defensive ETF strategies to both retail and institutional platforms. He also co-chairs the investment and asset allocation committee meetings. Dave has also served as a class agent for Deerfield Academy and the University of Vermont. Dave is a long time member of the Financial Planning Association and the International Association of Financial Planners.
Scott S Chaisson	CEO	2015	2016
Tiểu sử	Scott S. Chaisson is the Chairman and CEO of Compass Holdings Group in Braintree Massachusetts, a position he has held since July 2015. Mr. Chaisson shares primary responsibility for management of each Fund's investment portfolio and has served in this capacity since August 2015. Mr. Chaisson is a 22 year veteran of the investment industry holding several senior executive positions at Smith Barney, Bank of America and, most recently, President of Capital Guardian LLC, a boutique wealth and asset management firm. In addition, Mr. Chaisson spent over 10 years as an army infantry officer serving in posts both domestically and overseas. Mr. Chaisson received a Bachelor of Science in Engineering from the U.S. Military Academy at West Point and a Masters of Business Administration and Entrepreneurship from DePaul University in Chicago Illinois.
Tim Shanahan	-	2015	2016
Tiểu sử	Tim Shanahan, CFP and Chief Investment Officer of Compass Capital, a position he has held since 1984. Mr. Shanahan shares primary responsibility for management of each Fund's investment portfolio and has served in this capacity since August Tim served as past President and Chairman of the Greater Boston Society of the Institute of Certified Financial Planners. He is a founding principal of the Compass Institute for Professional Education & Development (CIPED) which provides continuing education programs to financial advisors. He serves as a securities industry arbitrator with the Financial Industry Regulatory Authority (FINRA) Dispute Resolution Inc. Prior to founding Compass Capital, Mr. Shanahan was president of Alternative Financial Planning Associates (AFPA), a division of Alternative Investment Corporation of Boston. He received a BA in Psychology from Suffolk University in Boston in 1975.
D. Jerry Murphey	Managing director	2014	2015
Tiểu sử	Many of Jerry’s original concepts continue to drive the firm’s overall strategy, and his innovative approach to problem-solving for financial advisors is setting the firm apart from competitors. Jerry began his career over twenty years ago on Wall Street. He was the co-founder of Mutual Data Incorporated, a boutique research and consulting firm and headed up the worldwide operations for Dearborn Financial Institute. He was a leading catalyst, helping many of the nation’s largest independent broker dealers deliver their first in-house managed money platform solutions through his work at Prudential Investments. He has spoken at numerous national and regional broker dealer events and is responsible for the development and delivery of over 80,000 hours of continuing education directly to financial professionals throughout the world.
Steven J Wruble	Chief Investment Officer	2012	2015
Tiểu sử	Steven Wruble, CFA. Chief Investment Officer of RiskX Investments, LLC. Prior to this, Mr. Wruble was Chief Investment Officer for FolioMetrix and served as Portfolio Manager for the RiskX Family of Funds. Mr. Wruble served on FolioMetrix’s investment committee from 2011 until July 2015. Mr. Wruble also serves on the investment management team for the Rx Tactical Rotation Fund and the Rx Traditional Allocation Fund, series in the Rx Funds Trust, an affiliate of the American Independence Funds Trust. Prior to FolioMetrix, Mr. Wruble was a Portfolio Analyst with an independent financial planning firm where he was also a registered representative. Prior to that, he has worked in the capacity of registered representative and/or investment advisor representative with other firms. Mr. Wruble holds a Bachelor of Science from the University of Nebraska-Lincoln in Finance and a Master of Security Analysis and Portfolio Management from Creighton University. Steve is a Chartered Financial Analyst (CFA) charterholder and is a member of the CFA Institute and the CFA Society of Nebraska. He holds the Accredited Asset Management Specialist designation (AAMS) and the Series 65 license.
Greg Rutherford	CIO (Chief Investment Officer)	2012	2015
Tiểu sử	Greg Rutherford Co-Founder, Managing Director, Portfolio Manager: Mr. Rutherford has served on the investment committee since 2011. Prior to joining the Advisor, Greg was co-founder and President of Tagge*Rutherford Financial Group, a financial services firm founded in 1992. Mr. Rutherford holds designations as a Certified Financial Planner Professional (CFP), Certified Life Underwriter (CLU), and Chartered Financial Consultant (ChFC). He received a Bachelor of Science in Business Administration from the University of Nebraska-Omaha and a Masters of Business Administration from Golden Gate University.
Chase Weaver	Senior Analyst	2012	2014
Tiểu sử	Chase Weaver has been a Senior Analyst for the Foliometrix LLC since 2010. Prior to joining the Foliometrix LLC , Mr. Weaver worked for Bailey Financial from 2009 to 2010. He holds a Bachelor of Science from the University of Nebraska-Lincoln in Finance and a Master of Security Analysis and Portfolio Management from Creighton University. Mr. Weaver holds the Series 65 license.

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Báo giá Gần đây

Tên	Giá	T.đổi	% T.đổi
Cavalier Global O.	25.468	-0.350	-1.36%
IA Global Equity .	16.163	-0.060	-0.38%
Trimark Internati.	29.912	-0.201	-0.67%
Evli Russia A	0.022	0.000	0.00%
Credit Suisse Eur.	2.150	0.000	0.00%
Anima Traguardo C.	4.985	-0.010	-0.12%
HSBC-DG SA de CV .	34.476	+0.016	+0.05%
Nordea Valtionlai.	13.454	+0.040	+0.32%