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

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October 21, 2019

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October 14, 2019

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October 7, 2019

Avalon Weekly Market Guide

September 30,  2019

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September 23,  2019

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September 9,  2019

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September 3,  2019

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August 26,  2019

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August 19,  2019

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August 12,  2019

Avalon Market Update

August 9,  2019

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August 5,  2019

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July 8,  2019

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July 1,  2019

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June 24, 2019

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June 17, 2019

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June 10, 2019

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June 3, 2019

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May 28, 2019

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May 20, 2019

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May 13, 2019

Avalon Report from Berkshire

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May 6, 2019

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May 6, 2019

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April 29, 2019

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April 22, 2019

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April 15, 2019

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April 8, 2019

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April 1, 2019

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March 25, 2019

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March 18, 2019

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March 11, 2019

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March 4, 2019

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February 25, 2019

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February 19, 2019

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February 11, 2019

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February 4, 2019

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January 28, 2019

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January 22, 2019

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January 14, 2019

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January 7, 2019

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December 31, 2018

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December 24, 2018

The Federal Reserve Raises Rates

December 18, 2018

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December 17, 2018

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December 10, 2018

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December 3, 2018

Fed Chairman Powell's November 2018 Speech

November 28, 2018

Avalon Weekly Market Guide

November 26, 2018

Avalon Market Update

October 12, 2018

Yield Curve and Equity Returns

April 26, 2018

Low-Balling Inflation Puts the Fed at Risk

September 28, 2017

TPP Is Dead. What Now?

January 25, 2017

Quarterly and Monthly Notes

Quarterly Note

Third Quarter, 2019

Quarterly Note

Second Quarter, 2019

Quarterly Note

First Quarter, 2019

Yearly Outlook

2019

Quarterly Note

Third Quarter, 2018

Quarterly Note

Second Quarter, 2018

Monthly Note

May 2018

Monthly Note

April 2018

Quarterly Note

First Quarter,  2018

Monthly Note

February 2018

Yearly Outlook

2018

Monthly Note

November 2017

Quarterly Note

Third Quarter,  2017

Monthly Note

August 2017

Monthly Note

July 2017

Quarterly Note

Second Quarter,  2017

Monthly Note

May 2017

Monthly Note

April 2017

Quarterly Note

First Quarter, 2017

Monthly Note

February 2017

Monthly Note

January 2017

News | Press

Avalon Advisors, LLC Announces new Co-Chief Investment Officer

October 2, 2018

Avalon Advisors, LLC Named to 2018 Financial Times 300 Top Registered Investment Advisers

June 28, 2018

Avalon Advisors Announces San Antonio Expansion

December 21, 2016

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