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  Ten Client Commitments
 

Independent and Active Investment Analysis Process

Our investment methodology involves finding high quality and well-managed companies that we believe have a dominant or unique competitive advantage. We focus on quantifying the intrinsic value of these companies and buying ownership interests in them when they are selling at a discount to our valuation.

We gain an independent market perspective by utilizing our own in-house research. Generally, we take ownership interests in these companies over a minimum three-year “buy and hold” investment horizon.

We believe in quality diversification and not in ad-hoc over-diversification. We hold on average 30 to 35 investments in the Avenue Total Return Equity Portfolio and between 12 and 17 investments in the Avenue Bond Portfolio.

Investment Methodology
Macro Economic Analysis
Investment Selection Process
Investment Review Process

 

001. Independent and Active Investment Analysis Process
  002. Appropriate and Effective Asset Allocation
  003. Comprehensive Investment Portfolios
  004. Segregated and Arms Length Client Accounts
  005. Innovative Fee Structure
  006. Transparent Client Communications
  007. Partners Invested Alongside Clients
  008. Uncompromised Integrity
  009. Professional Standards and Governance
  0010. Personal Commitment