CAVALIER CAPITAL FUND
Real capital, real research, real decisions
CCF Asset Class & Methodology Segmentation
Strategic investment methodologies powered by diverse intelligence streams and institutional-grade execution capability within a student-led framework.
Multi-Asset Desk
Macro and Risk-management Intuition
Focusing on index ETFs, bonds, and dividend strategies to hedge portfolio risk and build steady passive income. Usually requires a disciplined mind to balance protection and growth.
Holding Period: 1-3 days to 1-2 years
Value Investing
Fundamental Analysis Discipline
Utilizing a margin of safety approach to identify undervalued assets with strong intrinsic growth potential and solid governance. Main goal is to identify mispricings in the market.
Holding Period: 1-2 months to 1-2 years
Algorithmic Trading
Quantitative & Data Science
Harnessing computational models and automated protocols to execute strategies with precision and scale.Â
Strategies: pairs trading, VAR forecasting, regression analysis, volatility trading.
Holding Period: 3-5 hours to 1 week
Our process
Every investment idea moves through four steps:
1
Research
Members study companies and industries.
2
Pitch
Analysts present their thesis to the fund team.
3
Decide and trade
The team votes and trades within the investment policy.
4
Report
Performance and holdings are shared with all members each semester.
Current holdings
Holdings and performance will be posted here after the first year of trading.