Financial Professional
Institutional Investor
Individual & Shareholder

Objective

Seeks long-term capital appreciation.

Why AVUS?

  • 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.
  • 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 for investors.  
  • Built to fit seamlessly into an investor’s asset allocation.