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
25+ Years of Experience
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%
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