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

11.64%

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 06/30/2022

MODEL/INDEX

Avidus Premier

S&P 500 TR Index

QTD

YTD

1 Year

2 Years

Since Inception

-13.57

-21.66

-14.04

11.64

11.64

-16.10

-19.96

-10.63

12.16

12.16

Calendar Year Returns %

MODEL/INDEX

Avidus Premier

S&P 500 TR Index

2022

2021

2020*

-21.66

30.63

21.78

-19.96

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

Johnson & Johnson

4.2%

Church & Dwight

4.1%

Allison Transmission

4%

Qualys

3.9%

VMware

3.8%

Top 5 Sectors

Technology

34%

Financial Services

18%

Industrials

14%

Consumer Staples

11%

Consumer Discretionary

10%

Ready to become a client?

Download the Avidus App and create an account within minutes. 

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