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.
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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
Documents & Research
03/31/2023
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
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.
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We believe these simple yet powerful differences will deliver attractive returns in the long run for our investors."
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- 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%
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