Cavalier Growth Opportunities Fund

Bluestone is a subadvisor to the Cavalier Growth Opportunities Fund.

Cavalier Growth Opportunities 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.

 

More information about the fund can be found at Morningstar, under the ticker CATEX.

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