- CEO
- Gavin Walsh
- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 3803 West Chester Pike Newtown Square PA United States of America 19073
- IPO Date
- Mar 6, 2026
- Business
- Avos Global Equities ETF is an actively managed global equity strategy that seeks to identify investment opportunities with attractive returns through a differentiated, country- and company-level research process; it emphasizes diversification and macro-informed rotation rather than traditional market-cap weighting, targeting a balanced exposure across regions and sectors within a single ETF structure. The fund selects securities based on a multi-step framework that screens out countries with liquidity or pricing constraints, then evaluates remaining markets for return characteristics and diversification benefits to construct a dynamic portfolio across global equities; it aims to manage risk by avoiding overconcentration and by adapting to regime changes in growth, inflation, and policy environments. Headquartered in Frankfurt am Main, Germany, and managed with a global mandate, AVOS’s approach prioritizes strategic country allocation, security-level selection, and risk-adjusted returns, with the fund designed to provide ongoing access to an actively steered global equity allocation rather than passive index tracking. Founding year and headquarters: the vehicle is associated with Avos, which positions itself as an adaptable, manager-driven platform focused on sophisticated macro-linked portfolio construction; the fund’s operational footprint includes global markets and partnerships to implement its country- and company-level rotation framework. Main products and services: AVOS Global Equities ETF offers an actively managed global equity exposure; core components include country-level research, security selection across developed and emerging markets, portfolio construction and risk management services, strategic partnership-driven implementation, and ongoing liquidity and exposure management tools; ancillary services encompass strategy commentary, client reporting, and access to the sub-adviser’s macro-linked framework, with product features such as non-market-cap-weighted allocation, thematic tilts, and periodic rebalancing to reflect evolving market regimes. Latest major changes include recent strategic alignments and product developments, new partnerships and potential fund-level reorganizations, and updates to the fund’s approach and offerings within the last 1–2 years, reflecting continued evolution of the active management platform and potential expansions in distribution or product scope. Additional context: the investment strategy targets a broad investor base seeking global equity participation with an emphasis on diversification, macro awareness, and active risk management; geographic operations span multiple regions and countries, with a primary listing and fund administration framework aligned to U.S.-listed exchange standards; the structure may include affiliated entities or sub-advisory arrangements, with ongoing revisions to strategy, personnel, and governance to maintain alignment with evolving market dynamics. Note: AVOS provides a transparent, framework-driven approach to global equity investing, with emphasis on practical implementation through strategic country rotation, rigorous risk controls, and client-centric accessibility.