Avenue Insights

Recorded on March 13, 2020

DISCLAIMER:

Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.

This material represents Avenue’s intellectual property. No portion of this video may be published or re-transmitted without express permission of Avenue Investment Management.

ABOUT US:

Avenue is an independent private client investment manager. At Avenue, we believe financial stability comes from our focus on getting solid returns reliably. That’s why we invest 100% of our own wealth alongside our clients’ wealth and cut our fees in half if we don’t make a positive return. We’re also committed to doing our own rigorous research—instead of taking someone else’s word for it.

Recorded on February 28, 2020

DISCLAIMER:

Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.

This material represents Avenue’s intellectual property. No portion of this video may be published or re-transmitted without express permission of Avenue Investment Management.

ABOUT US:

Avenue is an independent private client investment manager. At Avenue, we believe financial stability comes from our focus on getting solid returns reliably. That’s why we invest 100% of our own wealth alongside our clients’ wealth and cut our fees in half if we don’t make a positive return. We’re also committed to doing our own rigorous research—instead of taking someone else’s word for it.

Recorded on February 7, 2020

DISCLAIMER:

Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.

This material represents Avenue’s intellectual property. No portion of this video may be published or re-transmitted without express permission of Avenue Investment Management.

ABOUT US:

Avenue is an independent private client investment manager. At Avenue, we believe financial stability comes from our focus on getting solid returns reliably. That’s why we invest 100% of our own wealth alongside our clients’ wealth and cut our fees in half if we don’t make a positive return. We’re also committed to doing our own rigorous research—instead of taking someone else’s word for it.

Recorded on January 23, 2020

Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.

This material represents Avenue’s intellectual property. No portion of this video may be published or re-transmitted without express permission of Avenue Investment Management.

ABOUT US:

Avenue is an independent private client investment manager. At Avenue, we believe financial stability comes from our focus on getting solid returns reliably. That’s why we invest 100% of our own wealth alongside our clients’ wealth, and cut our fees in half if we don’t make a positive return. We’re also committed to doing our own rigorous research—instead of taking someone else’s word for it.

In this episode Bryden Teich and Bill Harris discuss the stock market during the first quarter of 2024. They also discuss some of the topics discussed in the Q4 2023 Avenue Investment Letter which is available at the below link: www.avenueinvestment.com/insights/q4-2023-annual-letter/ www.avenueinvestment.com

About Avenue Investment Management:

Avenue is an independent private client investment manager. Our core investment strategy is an all-weather strategy designed to compound our client’s wealth over the long term. Avenue believes that owning high-quality businesses are the best investments to own. These businesses give us the highest probability of producing a consistent rate of return over time with the least amount of risk, regardless of the market environment. We achieve our results by owning select companies across diversified sectors in the economy that earn good returns on invested capital, which is the ultimate source of consistent profits.

These profits that our investments generate are either reinvested within their business, driving future profits, or they are distributed to us shareholders as income. We aim to purchase our investments by paying what we determine to be a sensible price for each business. Our investment approach also includes a tail hedging strategy that offers enhanced downside protection. This allows clients to remain invested comfortably throughout an entire market cycle.

The material represents Avenue’s intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the express written permission of Avenue Investment Management.