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FOUNDATIONAL EQUITIES ETF. (COMING SOON)

AVORY 

The Avory Foundational Equities ETF is designed to give investors broad access to our conviction in 20–30 foundational companies shaping the future economy. These are durable businesses with proven moats, strong balance sheets, and leadership teams focused on long-term execution. Built on the same data-driven research and fundamentals-first philosophy as our Premier Growth strategy, the ETF provides a diversified, liquid vehicle for investors seeking exposure to the companies we believe will compound value over time.
Type: Active Public Equity
Typical # of Holdings: 20-30
Inception: 2025
Portfolio Manager
: Sean Emory
 
Availability
DIRECT MANAGED ACCOUNT
MODEL DELIVERY
ETF
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