The Avalon Equity Portfolio is a classic style equity management approach combining fundamentally-based stock selection with diversified portfolio construction to target dual investment performance goals — superior equity portfolio investment returns, and below-average equity portfolio investment return volatility — both measured over a 3 to 5 year intermediate-term investment time period.
The Equity Portfolio emphasizes stocks of high quality companies with strong market positions, attractive balance sheets, and substantial long-term earnings momentum that can be purchased at understandable current market valuations. The strategy normally produces a broadly diversified, moderate turnover investment portfolio of 40-60 stock positions.
The Equity Portfolio is managed by a team of experienced investment professionals that have collaborated to produce competitive equity portfolio investment returns for a broad range of clients over the span of three decades.
The Equity Portfolio is appropriate for Equity Investors seeking earnings momentum focused, valuation-disciplined approach to active investment portfolio management of financial assets allocated to U.S. Large Capitalization Equities. The portfolio is normally benchmarked for investment total return and return volatility comparisons relative to the S&P500 Index over 3 to 5 year intermediate-term time periods. The portfolio has an outstanding track record for performance consistency since inception in mid-2001.