Financial Professional
Institutional Investor
Individual & Shareholder

Objective

Seeks long-term capital appreciation. 

Why AVDE?

  • Invests in a broad set of companies of all market capitalizations across non-U.S. developed countries and is designed to increase expected returns by overweighting securities we believe to be trading at lower valuations with higher profitability ratios.
  • Pursues the benefits associated with indexing (diversification, low turnover, transparency of exposures), but with the ability to add value by making active investment decisions using information in current prices.
  • Efficient portfolio management and trading process that is designed to enhance returns while seeking to reduce unnecessary risks and costs.  
  • Built to fit seamlessly into an investor’s asset allocation.