Appropriate and Effective Asset Allocation

We believe that “out performance” in investment management often depends on asset allocation decisions rather than on geographic, stock or style diversification. 

We focus on strategic asset allocation in the Avenue Total Return Equity Portfolio by asking the question – “which asset will do better in this current economic environment, stocks or
bonds?”

We clearly define and adhere to our asset allocation weightings, sector weightings and asset investment guidelines. 

Asset Allocation Guidelines