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 two primary strategies:

FOCUSED EQUITY

Exposure to a concentrated portfolio of approximately 20-30 stocks selected for their profitability and valuation attributes. Seeks to deliver outsized long-term equity returns through a disciplined, unemotional process.

DEFENSIVE EQUITY

Tactical equity exposure geared towards growth drivers of the US economy. To manage risk and support the objective of preserving capital in declining markets, the Adviser utilizes a quantitative model to determine a preference for holding cash versus having exposure to a given sector or industry group.

 
 
In addition, in an effort to hedge against equity volatility and preserve capital, the Adviser may invest a portion of the Fund’s assets in cash or cash equivalents including, but not limited to, short-term investment funds and/or U.S. Government securities.