Avory & Company, LLC
Avory & Company, LLC is a Miami, Florida-based asset management and investment advisory firm founded in 2016 by Sean D. Emory. The firm offers mindful investment solutions for institutional and individual investors, leveraging proprietary in-house research. Avory & Co. focuses on value investing with a contrarian mindset, seeking long-term growth opportunities in quality companies. Employee count is not publicly stated; the firm serves a broad client base including institutions and individuals.
Investment Strategy
Avory & Co. practices value investing, targeting companies with strong fundamentals, potential for sustainable growth, and management teams with proven track records. The firm employs a contrarian approach, investing in underappreciated businesses and maintaining high conviction in a selective portfolio. Their strategies include focus on innovation, quality, and companies positioned for long-term market share gains. Avory & Co. offers multiple strategies, including Durable Cash (Fixed Income), Premier Growth (Equity), and Core Multi-Asset portfolios. The investment philosophy emphasizes thorough analysis, margin of safety, and conviction-based decision-making, with a goal of outperforming by identifying mispriced assets and avoiding psychological investment pitfalls.
Top Holdings
Equity Positions (30)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FVRR | FIVERR INTL LTD | 18.87% | $31.0M | 1,055,311 | $28.50 | $29.33 | +$5.3M |
X XYZ | BLOCK INC | 14.79% | $24.3M | 357,153 | $68.53 | $67.93 | +$5.7M |
Z ZM | ZOOM COMMUNICATIONS INC | 13.88% | $22.8M | 291,946 | $98.06 | $77.98 | +$942.3K |
V VOO | VANGUARD INDEX FDS | 9.98% | $16.4M | 28,810 | $343.69 | $568.03 | +$1.6M |
Z Z | ZILLOW GROUP INC | 8.71% | $14.3M | 203,938 | $59.64 | $70.05 | +$279.8K |