MEET CONVOY

Mission

Protect and grow
client assets.

Investments

Fundamental. Balanced. Diversified.

Operations

Holistic. Efficient. Transparent.

ABOUT CONVOY

Our Company

Founded in 2013, Convoy Investments, LLC is a privately held New York based investment firm specializing in globally diversified strategies. We employ a systematic and fundamental investment process that trades in over 200 markets globally in assets such as stocks, nominal bonds, inflation-linked bonds, commodities, credit and real estate.

Our Team
Howard Wang, Co-Founder

Howard is a co-founder of Convoy Investments and is responsible for research and portfolio management. Prior to founding Convoy in 2013, Howard spent his career managing portfolios for institutional investors, most recently at Bridgewater Associates where he and Robert first met. Howard was part of a 3-member investment team responsible for overseeing and marketing the $70 billion All Weather Strategy on behalf of some of the largest and most sophisticated investors in the world, including sovereign wealth funds, pensions, endowments and foundations. Howard has co-authored white papers and commentaries on a broad range of investment topics such as tail risk, inflation and diversification.

Howard received a B.A. in mathematics and economics from Yale University and has been a competitive ballroom dancer for over ten years.

Robert Wu, CFA, Co-Founder

As the co-founder of Convoy Investments, Robert is responsible for strategic business planning and trading operations. Prior to founding Convoy, Robert spent his career working in technology and operations, most recently at Bridgewater Associates, where he was part of the team that built and oversaw critical components of operations systems. Prior to joining Bridgewater, Robert was part of a research team that developed the search engine technology at Doubleclick, which later spun off to become Shopwiki.

Robert received a B.S. in Economics and Computer Science from University of Wisconsin and a M.S. degree from Karolinska Institute in Sweden. Robert is an avid traveler and world explorer.

Our Advantage

Most funds in one way or another plug in and optimize around recent market characteristics. For example, after a long bond bull market in the 1960s, most funds held predominately bonds until the 1970s when the bond market crashed. The stock market then went on a 20-year bull run and the majority of portfolios shifted to stocks. Now with two stock market crashes in the last decade and half, that mentality is being shaken again. Each time change transpired, investors stuck with outdated portfolios suffered severe impairments to their capital base and financial future. Basing an investment approach on what has been recently successful is similar to driving a car by looking through the rear view mirrors. It is not the path to long-term success.

To create a portfolio that truly protects an investor’s financial future requires a deep, timeless, and universal understanding of how markets work and how asset prices move. All markets, even the most complex, are ultimately the sum of numerous but simple transactions between people. Therefore, at their most fundamental level, the economy and the markets can be understood through basic yet timeless and universal logic. The same understanding of the rise and burst of the Dutch Tulip Bubble of the early 1600s can be applied to comprehend the immensely complex sub-prime Debt Bubble in 2008. Companies come and go, markets emerge and fade, and countries rise and fall, but as long as people have the same tendencies towards material wealth, this logical understanding of markets will remain. A portfolio designed to perform consistently over long periods of time must be based on an ageless logic and on no other evanescent statistical measures. The Convoy Strategy is constructed on that understanding and rigorously stress tested through history and across the world. This is why we are confident our portfolios are built to stand the test of time.

Contact Us

Convoy Investments, LLC
501 5th Avenue, Suite 427
New York, NY 10017-6107
Email: ir@convoyinvestments.com
Phone: +1 (302) 319-3659

INVESTMENT PHILOSOPHY

Fundamental

Based on years of research and practice.

Balanced

To major economic shocks.

Diversified

200+ markets across the world.

TRADING OPERATIONS

Holistic

Risk Management System

Efficient

Propriety trading system

Transparent

Analytical and Reporting Tools

FAQ & INSIGHTS

CLIENT ACCESS: EXAMPLE PAGE

Note: the data/returns shown on this page are dummy returns meant only to illustrate the client access user interface. Please login for your actual mandate return. See the bottom of this page and the disclosures page for additional information.

Mandate Summary: EXAMPLE

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Disclosures: The performance is for informational and educational purposes only and should not be relied upon as a prediction of future market performance or Convoy management performance. The performance provided is gross of management fees and includes the reinvestment of all interest, gains, and losses. No representation is being made that any account will or is likely to achieve returns similar to those shown. Past performance is not necessarily indicative of future results. Performance as of the current month is estimated and subject to change. Risk expectations shown here are based on our analysis and reasonable people may disagree with the assumptions used and expectations developed there from and there is no guarantee the expectations shown can be achieved. The expectations are considered hypothetical and are subject inherent limitations.