Investments: Portfolio Strategy

Avalon seeks to achieve long-term growth of capital by allocating to both conventional and non-traditional asset classes across the globe. Avalon 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.