MEET CONVOY

Mission

Protect and grow
client assets.

Investments

Global. Balanced. Diversified.

Operations

Holistic. Efficient. Transparent.

ABOUT CONVOY

Our Company

Convoy Investments, LLC is a privately held New York based investment firm specializing in globally diversified strategies. We employ an ultra-diversified investment process that trades in over 200 markets across the world.

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, Howard spent his career in the institutional money management industry, most recently at Bridgewater Associates where he and Robert first met. Howard was part of the investment associates team working with some of the largest and most sophisticated investors in the world, including sovereign wealth funds, pensions, endowments and foundations.

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, Co-Founder

As a 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 operations team. 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.

Contact Us

Convoy Investments, LLC
244 5th Avenue, Suite W278
New York, NY 10001
Email: ir@convoyinvestments.com
Phone: +1 (302) 319-3659

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

Holistic

Risk Management System

Efficient

Propriety trading system

Transparent

Analytical and Reporting Tools

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

Client ID Last Updated Current Mandate Value Mandate Inception Date
Last 5 Days
Total Returns
Last 5 Months
Total Returns
Cumulative Performance Since Mandate Inception: EXAMPLE
Convoy Benchmark
Cumulative Return
Annualized Return
Annualized Risk
Mandate Size and Deposits Overtime: EXAMPLE
Rolling 30 Day Fund Return Attribution: EXAMPLE
Current Portfolio Dollar Allocation: : EXAMPLE
Current Portfolio Risk Allocation: : EXAMPLE
Monthly Performance Attribution: to : EXAMPLE
Quarterly Performance Attribution: to : EXAMPLE
Monthly Economic Performance Attribution: to : EXAMPLE
Quarterly Economic Performance Attribution: to : EXAMPLE

Disclosures: Global stocks represented by ACWI index, global bonds represented by BWX index. 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.