Financial Professional
Institutional Investor
Individual & Shareholder

Why AVSU?

  • Invests in a broad set of U.S. companies across all market capitalizations and is designed to increase expected returns* by overweighting securities we believe to be trading at lower valuations and with higher profitability ratios**.
  • Limits the investable universe of companies by screening out those that raise concerns based on the team's evaluation of multiple Environmental, Social and Governance (ESG) metrics and pursues the benefits associated with indexing but with the ability to add value by making investment decisions using information based on proprietary evaluations.
  • Efficient portfolio management and trading process that is designed to enhance returns while seeking to reduce unnecessary risks and transaction costs.
  • Built to fit seamlessly into an investor's asset allocation.