Avos Capital Management, LLC
AVOS Capital Management, LLC is an SEC-registered investment adviser based in Boulder, Colorado. The firm, founded in January 2021 by Joshua Blanchfield, Peter Joers, and Michael Polansky, manages assets primarily for high-net-worth individuals, along with pooled investment vehicles and corporate clients. With a small team of approximately 3 employees, AVOS Capital focuses on delivering tailored investment management services.
Investment Strategy
AVOS Capital Management, LLC employs a diversified, long-term investment strategy across public equities, ETFs, and commodities. The firm’s portfolio is constructed using a bottom-up approach, striving for capital appreciation by investing in a blend of traditional and alternative assets. Key focus areas include U.S. equities, global ETFs, and commodity tracking funds, reflecting a balanced strategy designed to manage risk while seeking attractive risk-adjusted returns for high net worth and institutional clients.
Top Holdings
Equity Positions (41)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SGOV | ISHARES TR | 35.49% | $62.2M | 618,125 | $100.39 | $100.69 | -$3.5M |
L LTPZ | PIMCO ETF TR | 8.34% | $14.6M | 278,700 | $52.18 | $52.47 | +$3.5M |
T TLT | ISHARES TR | 7.01% | $12.3M | 139,361 | $88.45 | $88.25 | +$3.4M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.29% | $9.3M | 162,647 | $52.81 | $57.01 | +$5.5M |
D DBC | INVESCO DB COMMDY INDX TRCK | 4.25% | $7.5M | 341,625 | $22.32 | $21.81 | +$1.7M |