Institutional expertise. Bespoke portfolios.
We currently manage $300 million across three core strategies and multiple bespoke client portfolios.
Our investment team has deep expertise in the macro linkages that drive markets and economies. With decades of institutional portfolio engineering experience, we aim to deliver strong, consistent returns—by treating risk as a first principle and building strategies to withstand a wide range of outcomes.
Dynamic Asset Allocation Cores
Avos core strategies are globally diversified, risk-first portfolios designed to adapt as the world changes. We actively manage equities, bonds, commodities, currencies, and overlays to build resilience and deliver compounding through uncertainty.
Unlike index trackers or static allocations, our portfolios are engineered to adjust dynamically — tailored to each client’s needs and constraints.
Risk Parity
Our flagship strategy that balances risk across asset classes to target resilient returns in all economic environments.
Global Equities
A valuation-aware strategy that rotates across regions, sectors, and factors to reduce concentration and unlock global opportunity.
Long-Term Real Return
A diversified multi-asset solution designed to preserve and grow purchasing power through inflation and growth cycles.
Enhanced Cash
A liquid alternative to cash and short-term bonds, built to deliver higher yield while preserving capital and flexibility.
Global Bonds
A dynamic fixed income strategy that manages credit, duration, and currency exposures to provide risk-controlled income.
Active Strategies
Avos active strategies are high-conviction, macro-informed portfolios built to capture asymmetric opportunities and complement core allocations.
Titus: Active Commodities
Titus is our flagship commodities-focused absolute return strategy, designed to deliver strong, uncorrelated returns across energy, metals, and supply chains.
Built for a world in transition, Titus targets structural dislocations in under-resourced markets and captures alpha through directional and relative value trades, volatility, commodity equities, and macro hedges.
