WHV Investments Launches New Global Strategies, Funds with Addition of Rivington Investment Team
July 07 2015 - 9:31AM
Business Wire
New Global Equity Investment Team Brings
Three Strategies, Two Funds, and New York Office to WHV
Investments’ Growing Lineup
WHV Investments, Inc. (“WHV”) is pleased to announce the
addition of the Rivington investment team to the company’s in-house
portfolio managers. Rivington joins WHV from Victory Capital
Management, bringing with them three highly regarded global equity
strategies now called:
- Rivington Diversified Global Equity by
WHV
- Rivington Diversified International
Equity by WHV
- Rivington Select International Equity
by WHV
All three Rivington strategies (“the Strategies”) seek to
deliver attractive risk-adjusted returns over time while
emphasizing enhanced diversification, lower volatility, and capital
preservation. Central to these Strategies is the concept of
corporate life cycles, which captures the relationship between a
company’s competitive challenges and its economic performance and
valuation as it evolves.
They are available as separate accounts and SMA/UMAs, while the
two diversified strategies are also available as mutual funds.
Rivington Diversified Global Equity Fund by WHV is available in
Class A (WVRAX), Class C (WVRCX), and Class I (WVRIX) shares;
Rivington Diversified International Equity Fund by WHV is available
in Class A (WHRAX), Class C (WHRCX), and Class I (WHRIX) shares
(“the Funds”).
The addition of the New York-based Rivington investment team
also marks the opening of WHV’s first office in New York City at
1330 Avenue of the Americas.
WHV Chief Executive Officer and President, Andrew Turner, says
of the launch: “We are thrilled to have Rivington join the WHV
family. They bring a unique viewpoint to global investing that sets
their strategies apart from more conventional approaches. And we’re
excited to see the opening of our New York office. It’s our first
anchor on the East Coast and nicely complements our long-standing
West Coast presence.”
These announcements are the result of WHV’s continued focus on
engaging exceptional investment teams in creating compelling
investment strategies for our clients. “These guys brought these
strategies to four- and five-star levels at Victory, so we’re
thrilled to have that experience in-house now,” says Scott
Blankenship, Managing Director and Head of Intermediary Sales and
Distribution at WHV. “They’ve historically been institutionally
focused, so it’s also exciting to make largely undiscovered
portfolio managers available to the broader audience that WHV can
reach.”
The Rivington investment team comprises Senior Portfolio
Managers Matthias Knerr, CFA; Chris LaJaunie, CFA; and Andrew
Manton. They join WHV after a decade of working together at
Deutsche Asset Management and Victory Capital Management, where the
team developed its distinctive life cycle approach.
In managing the Strategies, Rivington employs its life cycle
approach to all aspects of the investment process. The approach is
based upon a fundamental premise that a company generates value for
its shareholders by successfully redeploying capital over time. By
focusing on a company’s returns and reinvestment rate, Rivington
believes that more accurate assumptions can be made about future
cash flow generation so that only the best investment ideas are
considered for the portfolios.
“We believe that approaching these portfolios from the framework
of corporate life cycle stages helps us focus on the companies in
the investable universe that are most likely to outperform, which
tends to enhance diversification and lower volatility from the
start,” says Matthias Knerr, a Senior Portfolio Manager for the
Strategies. “It’s allowed us identify mispriced securities that we
believe will deliver attractive returns that might not have been
identified by more conventional investment approaches. So we’re
very excited to be joining WHV and making these strategies
available on a larger scale.”
For more information about these investment opportunities,
including risks, charges, and expenses, please contact a WHV
representative at (855) 417‐8474. If you are a direct investor,
please call (888) 948‐4685 for additional information.
About WHV Investments
WHV Investments is a multi-boutique asset manager offering
equity investment strategies in a variety of market cap segments
and geographic exposures, and a long/short alternative credit
strategy. We utilize our professionals’ extensive, diverse
experience to uniquely identify and engage exceptional investment
teams in creating compelling investment strategies for our clients.
As individuals and as a firm, we are solemn in our duty to steward
capital in a responsible and sustainable manner in fulfilling the
commitment we’ve made to our clients: to seek to deliver superior
returns. WHV Investments is headquartered in San Francisco with
offices in Denver, New York, and Seattle. For more information,
please visit whv.com.
Important Information
It is possible to lose money by investing in the Strategies
and the Funds. Past performance does not guarantee future
results.
The Strategies and the Funds invest in the securities of foreign
and emerging markets, which are subject to currency fluctuation,
political instability, and social and economic risks. Emerging
markets may be more volatile and less liquid than more developed
markets and therefore may involve greater risks. The Strategies and
the Funds are also subject to valuation risk where securities held
by the strategies and Funds may not appreciate as anticipated.
You should carefully consider the investment objectives,
risks, charges, and expenses of the Rivington Diversified Global
Equity Fund by WHV and/or the Rivington Diversified International
Equity Fund by WHV before investing. Financial professionals,
please call (855) 417-8474; direct investors, please call (888)
948-4685; or visit whv.com for a copy of the prospectus with this
and other information about the Funds. You should read the
prospectus carefully before investing.
The Rivington Diversified Global Equity Fund by WHV and
Rivington Diversified International Equity Fund by WHV are
distributed by Foreside Funds Distributors LLC, Berwyn, PA.
Not FDIC Insured | May Lose Value | No Bank Guarantee
FRALL 0715PR
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WHV Investments, Inc.Jonathan Fetherolf, 303-653-9792Director of
Marketingfetherolf.j@whv.com
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