Perspectives & Commentary

Avalon produces a variety of investment commentaries.

Our perspectives and quarterly commentary are issued throughout the year and cover a range of investment-related topics.

News | Press

AVALON EMPLOYEES AND FOUR FAMILIES

TO ACQUIRE SHARES HELD BY SELECT OUTSIDE MINORITY INVESTORS

Expected Transaction Ensures a Privately Held, Independent Firm Focused on Offering the Highest Level of Investment Advice to Clients

December 16, 2016

 

HOUSTON — Avalon Advisors, LLC is pleased to announce that a minority interest in its firm, previously held by select outside investors including The Carlyle Group, has been acquired by four private families and employees. As a result of the transaction, which closes this month, the majority interest in Avalon will be owned by its employees and local families.

 

“Our desire, both for our clients and employees, is to provide for the long term independence of our firm. Through this transaction we allow Avalon to exist as an employee owned private firm for many years" said Henry J. Lartigue, Founding Partner, CEO and Chief Investment Officer at Avalon.

 

ABOUT AVALON ADVISORS, LLC

 

Avalon is a Houston-based independent registered investment adviser offering investment management and financial advice for individuals, families and institutions. Founded in 2001, Avalon offers a full suite of internally managed strategies, including domestic and international equities and fixed income, as well as access to select alternative strategies.

 

Avalon Perspectives

TPP Is Dead. What Now?

January 25, 2017

The Possibilities of Trump's U.S.

December 9, 2016

Reversal Rates Are the Next Big Challenge for Central Banks

November 23, 2016

The Good Ole Days Aren't Coming Back

October 13, 2016

The Federal Reserve's Anti-Volcker Inflation Revolt

August 24, 2016

Why the Fed Needs to Raise its Inflation Target

August 18, 2016

Is the Rest of the World Ditching America to Trade with China?

August 3, 2016

Has the Federal Reserve Become Congress's Golden Goose?

July 20, 2016

The Fed Must Avoid the 'Credibility Trap'

June 21, 2016

Why the Fed Needs to Make a Policy Error

May 18, 2016

The Fed Faces Its 'Anti-Volcker Moment'

May 9, 2016

The Fed's Critical Global Mandate

April 29, 2016

Why the Federal Reserve Is All Talk

April 26, 2016

Is the Global Middle Class Really Here to Stay?

April 12, 2016

Quarterly and Monthly Notes

Quarterly Note

First Quarter, 2017

Monthly Note

February 2017

Monthly Note

January 2017

Quarterly Note

Fourth Quarter, 2016

Monthly Note

December 2016

Monthly Note

November 2016

Quarterly Note

Third Quarter, 2016

Monthly Note

August 2016

Monthly Note

July 2016

Quarterly Note

Second Quarter, 2016

Monthly Note

May 2016

News | Press

Avalon Advisors Announces San Antonio Expansion

December 21, 2016

Avalon Advisors Announcement

December 16, 2016

Sam Rines

April 11, 2016

Avalon Advisors Announcement

October 1, 2015

Viewpoints

China

March 1, 2014

Commentary

Fourth Quarter, 2015

Second Quarter, 2015

First Quarter, 2015

Fourth Quarter, 2014

Third Quarter, 2014

Second Quarter, 2014

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