Our core investment strategy is designed to compound your wealth over the long term. Avenue believes that predictable “quality” investments are the safest route. This gives us the highest probability of producing a consistent rate of return with the least amount of risk, regardless of the market environment.
We achieve this by owning high-quality companies across diversified sectors that are 1) purchased at a sensible price, 2) generate consistent income streams and 3) earn good returns on invested capital.
Avenue Core Equity Portfolio
The Avenue Core Equity Portfolio invests primarily in high-quality equity securities of global companies that are publicly traded on stock exchanges in Canada and the United States.
The emphasis of the portfolio is to achieve long-term capital growth but with lower risk or volatility than the stock market indexes. Each portfolio will have exposure to Avenue’s Tail Hedge Strategy.
Why Avenue Investment
Trust
We build trust and confidence by owning 100% of what our clients own. We do not sell third-party products and have full discretion over the individual securities.
Accountability
We are a legal fiduciary, which holds our investment team to a higher standard of accountability. To deliver on this promise, we also cut management fees in half in Avenue’s equity portfolios during down markets.
Transparency
Our investment managers have an open-door policy that fosters full transparency in all communications and reporting to encourage positive client relationships.
Fairness
In every aspect of our business, we make decisions with integrity and treat every client equally and fairly.
Value
We provide value to clients not only by growing their wealth, but by providing comprehensive financial planning and acting as an independent sounding board for all your decision making. This includes connecting you to a network of trusted professionals on matters related to legal, tax and estate planning.