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Avidus Premier

What is Avidus Premier?

Our flagship strategy aims to invest in a portfolio of 30 U.S. equities that we define as remarkable based on our time-tested Avidus Investment Discipline.

 

Avidus Premier seeks to compound wealth at above-market rates in the long run by acquiring remarkable businesses at fair prices and holding them long-term. 

Our long-term, disciplined approach makes Avidus Premier an ideal foundation for an investor's core portfolio. 

Assets in Strategy

$89 million

Annualized Return

11.61%

Composition

30 U.S. Stocks

Fees

1%

Minimum Investment

$100

Avidus Premier is built to endure in the long haul

Selective

# of Holdings

504

30

Avidus Premier vs. S&P500

Quality

Return on Capital %

24%

10%

Avidus Premier vs. S&P500

Profitable

Profit Margin %

29%

13%

Avidus Premier vs. S&P500

Attractive Growth

5Yr EPS Growth CAGR

18%

10%

Avidus Premier vs. S&P500

Undervalued

Free Cash Flow Yield

5.2%

4.4%

Avidus Premier vs. S&P500

Portfolio Managers

Brandon Taylor.jpg

Brandon Taylor

25+ Years of Experience

Raymond Kanyo.jpg

Raymond Kanyo, CFA

5+ Years of Experience

"The companies of Avidus Premier have grown almost 2x faster and delivered over 2x the profitability than the companies in the index, yet are 15% less expensive.

We believe these simple yet powerful differences will deliver attractive returns in the long run for our investors." 

- Portfolio Manager, Brandon Taylor

Portfolio Performance

Performance | Average Annual Return % as of 12/31/2022

MODEL/INDEX

Avidus Premier

S&P 500 TR Index

QTD

YTD

1 Year

2 Years

Since Inception

11.08

-17.28

-17.28

3.95

11.61

7.56

-18.11

-18.11

2.64

10.40

Calendar Year Returns %

MODEL/INDEX

Avidus Premier

S&P 500 TR Index

2022

2021

2020*

-17.28

30.63

21.78

-18.11

28.67

21.54

Performance is calculated net of the 1% management fee.

Portfolio incepted 07/01/2020.

The S&P 500 TR Index return is calculated with dividends reinvested.

Portfolio Composition

Top 5 Holdings

Fair Isaac

4.36%

Monster Beverage

3.92%

SEI Investments

3.75%

John Deere

3.73%

Snap-On

3.67%

Top 5 Sectors

Technology

32.7%

Industrials

17.8%

Financial Services

15.7%

Consumer Staples

10.9%

Consumer Discretionary

10.0%

Ready to become a client?

Download the Avidus App and create an account within minutes. 

Avidus App Become a Client
At a Glance
Portfolio Managers
Composition
Performance
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