The investment climate has changed
The traditional playbook no longer works.
The last decade made investing look easy. Cheap money, globalization, and automation powered a historic bull market—especially in U.S. equities. Diversification felt unnecessary.
The conditions that made the last cycle so rewarding aren’t coming back.
Globalization →
Protectionism
Easy money →
Persistent inflation and tighter policy
Stable Markets →
Volatile, surprise driven regimes
Cheap assets →
Expensive entry points
A new economy demands a new approach
To navigate today’s uncertainty, portfolios must be engineered for the future– not built on the assumptions of the past.
At Avos, we build resilient, valuation-aware portfolios using a truly global toolkit.
Our philosophy is risk-first, not return-chasing. We focus on which risks are worth taking—and engineer around the rest.
What sets Avos apart
A toolkit that extends beyond equities and U.S. markets
Disciplined, risk-first portfolio construction
Strategies built to withstand regime change and navigate increasingly complex market cycles
Portfolios informed by macro linkages between growth, inflation and policy.
Our mindset
To succeed from here, portfolios must be designed to endure major macro shifts and thrive across a wide range of possible outcomes.
Avos Investment Principles
Risk-first, not returns-first
We focus on which risks are worth taking—and engineer around the rest.
Diversification that works
No single outcome should drive overall results. Being diversified is the best risk control.
Valuation-aware
Entry price matters. We blend cyclical views with pricing discipline.
Tailored portfolios
We can build what you need. Clients aren’t limited to standard products.
Liquidity-focused
Opportunities–and surprises–don’t wait. We stay nimble and your capital is always accessible.
Direct access, complete transparency
You talk to the people making the decisions and always know why you own what you own.
