Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:A Beantown Shop Shutters a Bond Fund Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, October 30, 2015

A Beantown Shop Shutters a Bond Fund

by: Neil Anderson, Managing Editor

A boutique outside Boston just shut down an intermediate-term bond fund.

Scott Chaisson
Compass Holdings Group, Inc.
Chief Executive Officer
Per a filing last month, on October 5 Braintree, Massachusetts-based Canter Compass Investments (DBA Cavalier Investments) liquidated its Cavalier Traditional Fixed Income Fund, after closing it to new investment a month earlier. Per Morningstar data, the fund had $4.1 million in AUM as of September 29.

MFWire could not reach Scott Chaisson, one of two PMs on the fund, for comment on the liquidation. Chaisson is chairman and CEO of Compass Holdings Group, Cavalier's parent. The other PM is Tim Shanahan, chief investment officer of Compass Holdings subsidiary Compass Capital.

Per Cavalier's most recent form ADV filed on October 8, the fund firm has two non-clerical workers. The sole listed source of its $325 million in AUM is "investment companies" (i.e. mutual funds). Other Cavalier funds include the one-star, $45.8-million Cavalier Global Opportunities Fund and the five-star, $15.6-million Cavalier Dynamic Growth Fund

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use