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 that takes a risk managed approach in pursuit of its investment objective. Employing two principal investment strategies, Focused Equity and Defensive Equity, the Fund seeks to deliver equity returns with less volatility than the S&P 500 Index.

The investment strategy of the Fund acknowledges a broad range of economic outcomes and is structured to outperform the HFRX Equity Hedge Index over a full market cycle.