Kavaljer’s Funds are designed for those who wish to invest or engage in monthly savings in actively managed equity funds that are not tied to a specific index. Our goal is to provide our fund shareholders with a good return by investing in quality companies with low operational risk and good growth potential. Our funds are managed according to the same investment philosophy as Kavaljers’ discretionary asset management.
Our fund management includes an environmental, social and governance analysis, which considers how well the companies we invest in conduct sustainable operations. This is because we believe that companies with awareness of sustainability will generate more stable returns, while at the same time, we aim to eliminate the risk associated with investing in companies that do not meet today’s sustainability requirements.