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| Additional information |
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| Covenant Global Investors |
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Overview:
What We Believe
We believe markets are, at times, primarily influenced by the business cycle. At other times, however, they are largely driven by secular factors, such as, natural disasters, geopolitical events, regime changes, technological advancements, and urbanization changes. Understanding what is driving markets today and what the trend is for tomorrow is essential to constructing portfolios to achieve targeted returns and to minimize risk. Risk budgeting is the optimal way to achieve desired levels of return with the lowest amounts of volatility and least incidence of drawdowns. Selecting securities and constructing precise trading strategies to exploit market inefficiencies requires attention to detail and crisp execution.
Culture
Covenant Global Investors highest priority is to our clients and colleagues. First, to our clients – our Partners – is our commitment as their fiduciary to manage their assets with integrity, transparency, and absolute focus; endeavoring to protect capital while delivering targeted investment returns. For our colleagues, we have an ethos based on continuous improvement and the pursuit of excellence, but we are also very much a team who supports and cares for each other. We recognize that our teammates are engaged outside the office with organizations including schools, charities, the arts, and various community non-profits that positively impact lives. That is why we actively support their efforts by setting aside 1% of our annual revenues to donate back to the communities where our Partners and colleagues live.
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History:
Covenant Global Investors was founded in 1984 by Scott Duncan as Covenant Financial Services, a financial planning firm serving the investment and planning needs of high net worth clients. Steve Shafer joined Covenant in 2002 as its Chief Investment Officer and launched actively managed separate accounts intended to control risk and generate annual returns targeted to achieve clients’ long-term investment goals. Steve Hartman joined Covenant in 2007 to serve as the firm’s Chief Operating Officer to oversee the expansion of the firm’s investment platform to include hedge funds (Limited Partnerships) as well as separately managed accounts. In June of 2008, Covenant launched the Covenant Global Alpha Fund, LP and the Covenant Total Return Fund, LP for accredited investors with aggressive and moderate risk profiles respectively.
On January 1, 2009, Steve Shafer and Steve Hartman completed the acquisition of Covenant with the intention of making the firm’s successful investment approach available to both individual and institutional clients with multi-year, risk-controlled, target-return investment mandates. On September 1, 2009 Covenant launched the Covenant Income Appreciation Fund, LP for conservative accredited investors. On June 1, 2010 Covenant launched the Covenant Total Return Fund, Ltd. for U.S. tax-exempt investors and non-U.S. investors. On March 1, 2011 Covenant launched the Covenant Global Alpha Fund, Ltd. for U.S. tax-exempt investors and non-U.S. investors. The firm’s assets under management (AUM) have grown from $48M in 2002 to more than $250M today. |
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