Avalon’s proprietary strategies are managed with a common philosophy,
characterized by four key aspects:
We believe a global approach has become essential to investment decision-making. Avalon’s Investment Strategy Committee, which includes our domestic and international equity and fixed income portfolio managers, monitors global economic factors and financial markets to identify trends and opportunities that may be relevant to our investment selections.
We invest with an investor’s perspective rather than a trading mentality. Our research process seeks to identify securities with attractive fundamentals, solid financials and supportive macro factors, selling at reasonable valuations. This approach tends to result in relatively low turnover across our strategies.
We take a comprehensive approach to risk management in our asset allocation, our portfolio management and our security selection process.
We focus on creating a collaborative culture within our investment team, believing that open communication and sharing of insights can significantly enhance our investment decisions.
We believe that a sound
combined with consistent application of a disciplined
process, leads to superior
results over time.