The American Performance Funds are managed by the investment professionals at Cavanal Hill Investment Management, Inc., a wholly owned subsidiary of Bank of Oklahoma, who, along with its other affiliates, is part of the regional bank holding company BOK Financial Corporation.* For over half a century, families and institutions have entrusted us to manage their assets based on our prudent, and disciplined investment philosophy.

Our organization preserved through periods of economic boom and bust, facing various economic cycles and market climates. This experience helped us develop a set of values and strategies that formed the foundation of our risk-managed investment philosophy. We believe that discipline generates results and patience truly is a virtue when pursuing long-term objectives. Most important, we understand the significance of growing our clients’ assets by striving to safeguard and protect them from undue risk.

Throughout the 1990s and into the 21st century, American Performance has expanded its fund family to support a wide range of investment objectives – from conservative income to growth oriented. By managing a selection of funds, we offer your choice, flexibility and opportunity for diversification.

Our investment philosophy strives to generate above-average returns and actively manage risk. We believe it is our strong dedication to risk management that distinguishes the American Performance Funds from many other mutual fund families. Our philosophy contends that identifying, assessing and managing risk are important factors in generating attractive long-term performance for our shareholders. We call this philosophy “risk-managed investing”.

Our risk-managed investing philosophy draws on a disciplined approach for managing stocks, bonds and money market investments. We realize that each asset class has its own inherent risk and return characteristics. That’s why we don’t impose a generic, one-size-fits-all process. Rather, we identify the potential return along with the primary risks associated with each asset class, then create and implement appropriate investment management strategies.

We don’t alter our fund strategies or styles according to changing market dynamics. Instead, our shareholders enjoy peace of mind, knowing that we adhere to a disciplined, long-term investment strategy designed to keep our funds – and their investment objectives – on track.

To understand how we put our risk-managed investing philosophy to work in your portfolio, we invite you to read about our Equity, Fixed Income and Money Market Investment Process.

Money Market Investment Process
Within the cash-equivalents market, our risk –management efforts focus on an investors’ need for safety, liquidity and competitive yields by only investing in the highest quality short-term debt instruments.
Fixed Income Investment Process
Within the bond market, our risk-management efforts focus on maintaining high credit-quality standards. We also seek to identify key characteristics exclusive to bonds, such as changes in interest rates, economic ebbs and flows and inflation, in an effort to generate competitive, long-term return potential without excessive or undue risk.

Equity Investment Process
Within the stock market, our risk –managed efforts focus on investment discipline. Utilizing an effective combination of sophisticated computer-based analytic tools, balanced by the guidance and experience of our seasoned investment management team, we seek to produce competitive long-term performance throughout all market cycles.

We invite you to join the growing ranks of American Performance Fund clients and put our risk-managed investment philosophy to work for you. For more information, contact us.