Performance

Cavalry is no Bowman mark II

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It is no surprise that many investors may be thinking of John Hurley's relatively new shop Cavalry Asset Management as a kind of Bowman Capital Management mark II. After all, when building his new tech-focused hedge fund shop, former Bowman managing director Hurley grabbed as much of the old portfolio team from Bowman Capital as he could, minus Larry, of course.

However, a look at Securities and Exchange Commission filings reveals an investment focus at Cavalry that is less exposed to the speculative dot-com and consumer side than Bowman was when it held 256 positions