Covenant Global Investors

Covenant Global Investors was founded in 1984 by Scott Duncan as Covenant Financial Services, a financial planning firm serving the investment and planning needs of high net worth clients. Steve Shafer joined Covenant in 2002 as its Chief Investment Officer and launched actively managed separate accounts intended to control risk and generate annual returns targeted to achieve clients’ long-term investment goals. Steve Hartman joined Covenant in 2007 to serve as the firm’s Chief Operating Officer to oversee the expansion of the firm’s investment platform to include hedge funds (Limited Partnerships) as well as separately managed accounts. In June of 2008, Covenant launched the Covenant Global Alpha Fund, LP and the Covenant Total Return Fund, LP for accredited investors with aggressive and moderate risk profiles respectively. On January 1, 2009, Steve Shafer and Steve Hartman completed the acquisition of Covenant with the intention of making the firm’s successful investment approach available to both individual and institutional clients with multi-year, risk-controlled, target-return investment mandates. On September 1, 2009 Covenant launched the Covenant Income Appreciation Fund, LP for conservative accredited investors. On June 1, 2010 Covenant launched the Covenant Total Return Fund, Ltd. for U.S. tax-exempt investors and non-U.S. investors. On March 1, 2011 Covenant launched the Covenant Global Alpha Fund, Ltd. for U.S. tax-exempt investors and non-U.S. investors. The firm’s assets under management (AUM) have grown from $48M in 2002 to more than $250M today.

Address: 210 Park Avenue, Suite 3000, Oklahoma City, OK 73102 USA

Phone: +1 405 848 6999
FAX: +1 405 848 6953