focused on the Evolution of Adaptive Correlation

Defined Processes Typically Deliver Better Outcomes

“If you can’t describe what you are doing as a process, you don’t know what you’re doing”
— — W. Edwards Deming

Computer modeling enables defined processes to know how to

adapt to changing conditions; enhancing performance metrics.


Cavalier Research seeks to discover investment processes that typically correlate to broad market benchmarks in up markets, but adjust to mitigate risk; reducing correlation in down markets.



By utilizing defined processes and computer modeling, Cavalier Solutions know how to adapt to changing markets; with the goal of enhancing portfolio returns.


our misson:

Make Portfolios Smarter