Bluestone is a subadvisor to the Cavalier Growth Opportunities Fund. Cavalier Growth Opportunities (ticker symbol: CATEX) is an adaptive portfolio designed as an equity replacement strategy focused on improving the risk-adjusted performance for our investors over the course of a full market cycle. The Fund seeks total return and seeks to navigate changing market environments by blending a top-down macro framework with bottom-up fundamental insights. When it is appropriate to position the portfolio defensively, this strategy considers cash to be an asset class and may allocate a significant percentage to cash and cash equivalents. For further information please click here.
Investors should consider the investment objective, management fees, risks, charges and expenses of the Fund carefully before investing or sending money. The Prospectus and Summary Prospectus contains this and other information about the Fund. For a current Prospectus and/or Summary Prospectus, call 800-773-3863. Please read the Prospectus and/or Summary Prospectus carefully before you invest. Current and future holdings are subject to change and risk.
An investment in the Cavalier Growth Opportunities Fund is subject to investment risks, including the possible loss of some or the entire principal amount invested. There can be no assurance that the Cavalier Growth Opportunities Fund will be successful in meeting its investment objective. Investment in the Cavalier Growth Opportunities Fund is also subject to the following risks: Control of Portfolio Funds Risk, Cybersecurity Risk, Equity Securities Risk, ETFs Risk, Fixed Income Risk, Foreign Securities and Emerging Markets Risk, Fund Investing Risk, Investment Advisor Risk, Large-Cap Securities Risk, Market Risk, Portfolio Turnover Risk, and Small-Cap and Mid-Cap Securities Risk. The Cavalier Growth Opportunities Fund may invest in foreign securities and emerging markets, and these investments have risks that differ significantly from those associated with domestic securities. The use of leverage may exaggerate changes in a portfolio fund’s share price and the return on its investments and accordingly, the value of the Cavalier Growth Opportunities Fund’s investments in portfolio funds may be more volatile than all other risks, including the risk of loss of an investment, tend to be compounded or magnified. More information on these risks can be found in the Cavalier Growth Opportunities Fund’s prospectus.
The Cavalier Funds are distributed by Capital Investment Group, Inc., Member FINRA/SIPC, 100 E Six Forks Rd, Suite 200, Raleigh, NC, 27609, (800) 773-3863. There is no affiliation between Cavalier Investments, Bluestone Capital Management LLC, including its principals.