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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

12.87%

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 %

22%

9%

Avidus Premier vs. S&P500

Profitable

Operating Margin %

28%

17%

Avidus Premier vs. S&P500

Attractive Growth

5Yr EPS Growth CAGR

13%

12%

Avidus Premier vs. S&P500

Undervalued

Free Cash Flow Yield

5.3%

4.7%

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 03/31/2023

MODEL/INDEX

QTD

YTD

1 Year

3 Years*

Since Inception

Avidus Premier (Net of Fees)

10.26

10.26

-3.14

12.87

12.87

S&P 500 TR Index

7.50

7.50

-7.73

12.55

12.55

Calendar Year Returns %

MODEL/INDEX

2023

2022

2021

2020*

Avidus Premier (Net of Fees)

10..26

-17.28

21.78

30.63

S&P 500 TR Index

7.50

-18.11

21.54

28.67

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

4.72%

Arista Networks

4.47%

Applied Materials

4.01%

Monster Beverage

3.84%

Adobe

3.75%

Top 5 Sectors

Technology

35.5%

Industrials

16.4%

Financial Services

14.5%

Consumer Staples

10.3%

Consumer Discretionary

9.6%

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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