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Avity Investment Management Inc.
H. Park Duncan · Investment Advisor · Growth
Founded in 1970, Avity Investment Management Inc. is a Greenwich, Connecticut-based independent investment advisory firm. Formerly known as Gillespie Robinson & Grimm, the firm provides personalized, fee-based investment management services to individuals, families, and institutional clients. Avity specializes in managing high-conviction, long-term equity portfolios typically consisting of 25 to 30 stocks. Its investment approach is centered on durable growth, targeting high-quality companies with sustainable competitive advantages and the potential to compound returns over long horizons. The firm's process is grounded in rigorous fundamental research and collaborative decision-making among its principals, seeking to identify businesses with proven management and strong fiscal stewardship.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +21.6% |
| YTD return | +17.0% |
| Sharpe ratio | 3.50 |
| Win rate | 53% |
| AUM | $1.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://avityim.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 7.7% | +29.0% |
| GOOGL | Alphabet Inc Class A | 7.2% | +36.7% |
| NVDA | NVIDIA Corporation | 6.3% | +16.4% |
| AMZN | Amazon.com Inc | 6.3% | +12.8% |
| PANW | Palo Alto Networks Inc | 6.0% | +92.4% |
| JNJ | Johnson & Johnson | 6.0% | +37.0% |
| APH | Amphenol Corporation | 5.9% | +19.9% |
| MSFT | Microsoft Corporation | 5.8% | +0.8% |
| AMAT | Applied Materials Inc | 5.5% | +78.4% |
| META | Meta Platforms Inc. | 5.0% | -4.0% |
| V | Visa Inc. Class A | 4.6% | +7.2% |
| RTX | Raytheon Technologies Corp | 4.3% | +14.9% |
| TXN | Texas Instruments Incorporated | 4.2% | +34.1% |
| ETN | Eaton Corporation PLC | 3.9% | +3.6% |
| NEE | Nextera Energy Inc | 3.9% | -0.3% |
| TJX | The TJX Companies Inc | 3.7% | -12.1% |
| MRSH | Marsh & McLennan Companies, Inc. | 3.6% | -2.8% |
| TMO | Thermo Fisher Scientific Inc | 3.6% | +24.1% |
| CVX | Chevron Corp | 3.6% | +12.2% |
| JPM | JPMorgan Chase & Co | 3.2% | -2.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | TJX | 4.4% → 3.7% |
| Sep 14, 2026 | BUY | RTX | 4.2% → 4.3% |
| Sep 14, 2026 | BUY | JPM | 0.0% → 3.2% |
| Sep 14, 2026 | BUY | NVDA | 5.6% → 6.3% |
| Sep 14, 2026 | BUY | AMAT | 6.6% → 5.5% |
Investment Style Analysis
Avity Investment Management Inc. is widely recognized for employing a Growth strategy. As of Sep 18, 2026, the firm oversees approximately $1.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Avity Investment Management Inc. made a significant move by increasing exposure to TJX. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Avity’s investment philosophy centers on a long-term, research-driven approach to identifying high-quality businesses with sustainable competitive advantages. The firm employs bottom-up fundamental analysis to build concentrated portfolios of 25 to 30 high-conviction stocks. It prioritizes durable growth, seeking companies that can compound returns over extended horizons while maintaining a disciplined valuation framework to ensure attractive entry points. Risk management is integrated through continuous thesis validation, sector diversification, and a clear sell discipline based on changes in business fundamentals or valuation. The strategy emphasizes capture of secular growth trends and innovation while remaining sensitive to risk-adjusted returns.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Avity Investment Management Inc..
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Frequently asked questions
How is the simulated portfolio for Avity Investment Management Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Avity Investment Management Inc.'s largest holding?
As of the latest filing, Avity Investment Management Inc.'s top position is Apple Inc (AAPL), representing 7.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Avity Investment Management Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +21.6% with a win rate of 53%. Notably, the portfolio maintains a Sharpe Ratio of 3.50, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Avity Investment Management Inc. primarily invest in?
Avity Investment Management Inc. has a strong preference for the Internet Content & Information sector, which makes up 12.1% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is Avity Investment Management Inc.'s portfolio concentrated or diversified?
Avity Investment Management Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 21.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Avity Investment Management Inc. performed in 2026?
Our AI-simulated model portfolio for Avity Investment Management Inc. tracks a Year-to-Date (YTD) return of +17.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does H. Park Duncan manage Avity Investment Management Inc. directly?
Yes, H. Park Duncan serves as the key portfolio manager for Avity Investment Management Inc., overseeing the investment strategy and final capital allocation decisions.