Adaptive Investments
Scott Wetherington, CFA, has extensive work experience in the investment management industry. Scott is currently the Chief Investment Officer at Adaptive Investments, where they lead the research and investment strategies for the company's separate accounts and ETFs. Scott is also the Chairman of the Adaptive Investment Committee and the architect of Adaptive Investments RISKHedge, a quantitative Risk On-Risk Off hedge overlay for equity risk management.
Prior to joining Adaptive Investments, Scott served as the Chief Investment Strategist and Senior Portfolio Manager at LCA/Cardea Capital from 2009 to 2016. In this role, they were responsible for the investment process and allocation models, conducting research and fund management selection. Scott oversaw day-to-day client management and trading and managed portfolios and conducted investment research in fixed income, equity, and alternatives.
From 2003 to 2008, Scott worked at ING Investment Management, holding roles as a Portfolio Manager. Scott managed a fixed rate portfolio for internal insurance clients and was also responsible for managing the liquidity of the General Account, including Treasury, Agency, Repos, Dollar Roll, and Short Term Fixed Income. Scott co-managed a fixed income portfolio for the General Account insurance company portfolio, an internal ING client.
Before joining ING Investment Management, Scott worked as an Energy Trader at Mirant Inc from 2000 to 2003. Scott traded physical natural gas in the cash and forward markets for the Gulf region and utilized Nymex natural gas futures for hedging purposes. Prior to that, Scott worked at Atlantic Portfolio Analytics and Management (APAM) as a Liquidity Trader from 1995 to 1999. In this role, they managed repo and dollar roll financing trades for an MBS hedge fund and served as the liquidity manager for US Treasury allocation and short-term fixed income for a hedge fund client.
Scott Wetherington's work experience demonstrates their expertise in research, investment management, portfolio management, and risk management across various asset classes.
Scott Wetherington, CFA, obtained a Bachelor of Business Administration (B.B.A.) degree in Finance from James Madison University from 1986 to 1989. Scott holds the Chartered Financial Analyst (CFA) certification, but no specific information about the institution or the year they obtained it is provided.
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Adaptive Investments
Adaptive Investments is a mutual fund, ETF and separately managed accounts (SMA) advisory firm offering dynamic portfolio solutions that adjust to risk based on changing market conditions. Adaptive Investments was founded in 2015 and is the Investment Advisor to the Adaptive Funds. INVESTMENT PHILOSOPHY Cavalier Investments was founded on the principle that the 1950s era buy-and-hold tenet of the Modern Portfolio Theory no longer best serves investors in today’s turbulent markets. Cavalier adheres to the theory of adaptive correlation, which offers a more agile approach to reallocating assets with shifting markets, aiming to deliver investors both relative returns in up markets and protection against losses in down markets. MANAGER SELECTION Through extensive research and due diligence, Cavalier strives to identify managers who have demonstrated: benchmark performance in up markets; defensive positioning in down markets; consistent adherence to its stated investment philosophy; continuity of management team; and long-term performance that meets or exceeds our fiduciary scoring review.