Avalon Investment & Advisory

Avalon Investment & Advisory
Last update 2023-05-16 309 Stocks (24 new)
Value $3.65 Bil Turnover 13 %
Portfolio Report

Avalon Investment & Advisory Profile

Avalon Advisors, LLC is an investment management firm based out of Houston, Texas. The company was originally established in 2001 by a group of founding partners of whom Willie Thurman Langston and Henry James Lartigue are acting as the CEO and Chairman, respectively. Avalon Advisors has grown from its inception to now operate with 52 total employees of which 34 are investment professionals. The company conducts its research internally, investing in the public equity and fixed income markets within the United States. Avalon Advisors utilizes a global approach, focusing on “securities with attractive fundamentals, solid financials and supportive macro factors, selling at reasonable valuations.” The company invests with a highly diversified approach, allocating its assets most highly in the information technology and finance sectors, each of which, despite being its highest allocated sectors, making up less than a sixth of its total asset allocations. Avalon Advisors also invests in the consumer staples, health care, energy, consumer discretionary, industrials, and utilities and telecommunications sectors, among other sectors to a lesser degree, in order of decreasing allocations, among other sectors to a lesser degree. Avalon Advisors holds its allocations an average of just over 8 quarters, although the firm only holds its top 10 allocations for 2.5 quarters on average. The company, in the most recent quarter, has had a turnover rate of approximately 34%. Avalon Advisors manages over $4.9 billion in total assets under management spread across over 3,400 total accounts, all of which are discretionary accounts except for 645, which makes up $466 million of its managed assets. Both of the company’s total number of accounts and total assets under management have been increasing in recent years with the firm’s total number of accounts growing from under 1,500 five years ago to its current amount and its total assets under management increasing despite some volatility from under $3 billion back in 2010 to its current amount.
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Avalon Investment & Advisory Total Holding History ($B)


Avalon Investment & Advisory's Asset Allocation


Avalon Investment & Advisory Past Portfolios

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Avalon Investment & Advisory's Hypothetical Growth since 2023-03-31

Avalon Investment & Advisory's Yearly Returns

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