Global Markets
Tradable Products
Featured Products
Listed January 22, 2026
The ETF is an actively managed, high-conviction core equity strategy that pairs structural growth with fundamental rigor. We start with a simple question: Where is the world headed across consumer and enterprise? From there, we seek companies positioned to fulfill those opportunities and become foundational to the next era of economic progress.
Our research is centered on the structural forces reshaping economies: automation, evolving consumer habits, the future of mobility, digital identity, education disruption, and more
The portfolio is anchored by Avorys 6Ms framework,
This discipline allows us to identify businesses with durable economics and real value creation potential, shaping a forward-looking core equity foundation for long-term investors
WHY INVEST IN THIS ETF?
Investing Forward with Discipline.
Designed as a core equity allocation, this ETF applies rigorous in-house research, data-driven discipline, and forward insight to identify businesses positioned to shape, not chase the future.
FUND OBJECTIVE
The Avory Foundational ETF (the Fund) seeks to achieve long-term capital appreciation.
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Avory specializes in high-conviction equity strategies, emphasizing Secular Growth and Transformation Stories driven by exceptional teams. Data guides decisions. We cater to high-net-worth investors, family offices, and institutional investors.
Mindful investing is the state of being true to your vision, staying committed to a process, and being loyal to your investment principles. We are value investors at our core in search of quality companies, led by talented individuals, that offer long-term sustainable growth opportunities. At Avory & Co. we seek originality in our thinking, by looking to invest in companies which are underappreciated. We believe in conviction investing by simply not assuming but analyzing our way to conclusions.
We solely focus on long term structural growth and transformation stories, focusing our investments primarily on two core areas Innovation Blocks and Transformation Areas that allow us to source opportunities in any environment.
We are continuously searching for companies which are looking to solve tangible problems and disrupt themselves. In our view, innovation has no boundaries and all industries are subject to disruption.
Within our search for disruptive and transformative companies, we look for a combination of a large total addressable market, market share gains, and improving margins.
By focusing on quality and not daily price movements, we remove the common psychological characteristics which often negatively disrupt investor behavior.
We define value as an investment with a margin of safety, This can only be done by finding investments which upon thorough analysis are currently valued well below our estimated value of the business.
Investment discipline is only made possible by having a precise and repeatable investment process. This discipline, along with patience is critical to long-term investment success.
