Avalon Portfolio

Avalon Portfolio seeks to achieve long-term growth of capital by allocating to both conventional and non-traditional asset classes across the globe. Avalon Portfolio is charged with allocating to these asset classes with the goal of generating high returns with modest volatility and low correlation to domestic equity markets.

Our investment process is guided by our long term view of global trends and capital market dynamics. We frequently challenge every aspect of the portfolio structure and our investment discipline seeks to be dynamic enough to take advantage of and respond to changes in economic and capital market trends.

We seek to establish long-term continuing commitments with a select collection of carefully chosen managers. We seek talented and motivated investment managers with a proven ability to create value over the full market cycle.

Jon McCloskey - Portfolio Manager
Jon is responsible for the liquid asset classes within the Avalon portfolio, namely fixed income, public equity, hedge funds, managed private equity, and currencies. He is also responsible for management of the investment assets of the Waitt Family Foundation and Waitt Institute. In addition his duties include management and disposition of Avalon’s concentrated equity positions.

McCloskey joined Avalon in 2003. Previously, Mr. McCloskey was an Investment Banker at First Albany Corp in New York, focusing on taxable and tax-exempt fixed income underwritings. Jon holds an MBA from Yale University and a B.S. from Pennsylvania State University. He lives with his wife and children in San Diego, California.

Tim Dooling - Portfolio Analyst
Tim Dooling, a Chartered Financial Analyst, brings over 16 years of investment experience to Avalon.  Mr. Dooling has been actively managing equity and derivative portfolios since 2001.  Prior to joining Avalon, Mr. Dooling was the portfolio manager for North Island Partners, a Senior Analyst at Sempra Commodities, and an analyst for Bricoleur Capital Management.  Mr. Dooling worked overseas from 1991 to 2001. From 1991 to 1995, while based in Tashkent, Uzbekistan he was responsible for the research and execution of private equity and commodity transactions in Central Asia for the Meredith Jones Group, an English Cotton merchant.  Subsequently he worked with Robert Fleming Securities as an equity research analyst covering companies in Eastern Europe, the Middle East and Africa while based in London, England. 

Mr. Dooling holds a Masters Degree (Accounting) from the University of San Diego.  He graduated from the University of Santa Clara in 1991 with a degree in Finance.  He is a fluent speaker of the Russian language and is a member of the American Finance Association, and the CFA Institute. 

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