Aversity is an investment holding firm that applies mathematical and statistical methods to generate long-term value across public and private markets.
Our Mission
Founded with the belief that markets reward disciplined, evidence-based investors, Aversity combines deep analytical expertise with a long-term orientation. We seek to compound capital by investing where our research gives us a measurable edge.
Our mandate spans public equities, private companies, and structured opportunities, unified by a single investment philosophy that values precision, patience, and intellectual honesty.
Newport Beach HQ
Research & Analysis
Portfolio Review
Principles
We challenge assumptions relentlessly. Every thesis must withstand rigorous scrutiny before capital is deployed.
Quantitative frameworks and statistical methods form the backbone of every investment decision we make.
We are not traders. We build positions with conviction and allow time to work in our favor.
Preserving capital is the prerequisite to growing it. Risk management is embedded in everything we do.
By the Numbers
Leadership
A focused team of investment professionals with deep expertise across quantitative research, portfolio management, and private markets.
Founder & Chief Investment Officer
Leads the firm's overall investment strategy and portfolio construction across all asset classes.
Head of Quantitative Research
Oversees the development of statistical models and systematic strategies that inform portfolio decisions.
Head of Private Markets
Manages the firm's private equity and growth investments, from sourcing through portfolio management.
Portfolio Manager, Public Equities
Responsible for public equity selection, position sizing, and cross-sector allocation within the portfolio.
Risk & Analytics
Designs and maintains the firm's risk management infrastructure, stress testing, and exposure monitoring.
Operations & Compliance
Oversees fund operations, regulatory compliance, and investor relations across the firm's programs.
Get in Touch
We welcome inquiries from potential partners, individuals, and companies interested in what we do.