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Avendus Olivo Core Equity Portfolio

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About Company

Avendus is a renowned financial services company that focuses on delivering tailored solutions in asset management, credit solutions, investment banking, and wealth management.In their drive to excel, we go with high-performing entrepreneurs, wealth creators, and new-age economic pioneers.Avendus identifies value creation possibilities by leveraging its deep subject experience and awareness of various regulatory environments.With our most valuable asset – the collective intellectual capital of our team – we create unique solutions for our clients and partners.Avendus, founded in 1999 in Mumbai, India, has a presence in eleven cities across four countries, bringing global views and thought leadership to the table, as well as providing our inter-country teams with the experience to handle big and complicated transactions.

Fund Snapshot

Year of Inception Established in 1999 in Mumbai
Number of Stocks 15-30
Investment Horizon Harvesting deep expertise to provide high-quality M&A and private equity (PE) consulting services
Fund Managers Tridib Pathak

Avendus Olivo is a long-only, high-conviction, diversified investment approach focusing on market caps, sectors, trends and themes. It’s an all-seasons “core” strategy in Indian equities listed on the stock exchange. The Fund is a Discretionary Portfolio Management vehicle and will be managed by Tridib Pathak at Ocean Dial Asset Management, Avendus’ long-only specialist.

Avendus is a financial services firm specialising worldwide in asset management, credit solutions, investment banking, real estate, insurance investments, trading AIF and wealth management.

Avendus Olivo is an investment company that provides financial advice on how to invest in an AFI and a consulting of strategy and portfolio construction. 

Investment Philosophy

The plan aims to generate long-term wealth by focusing on investing in high-quality Indian enterprises that profit from India’s expanding prospects rather than an opportunistic approach. Additionally, marketing is the most important factor in your financial planning but can be difficult to master. Marketing enables you to build relationships with clients and help them understand how they should invest their money for long term goals like retirement or building a business empire. Marketing also helps companies acquire new customers at a low cost while maintaining existing customer loyalty.

Unique Feature

  • Institutionalised investment management
  • disciplined and temperament
  • Identify price-value gaps
  • Allow repeatability of performance to enable scalability.

Investment Strategy

  • High conviction, bottom-up stock selection: 15-20 stocks – bottom-up stock choice Focus on firms that profit from future megatrends such as digitalisation’s mainstreaming.
  • Focus on the business, not the size of your portfolio.
  • Multi-layered and multi-directional: consumption, digitalisation, investment, outsourcing, and worldwide competitiveness.
  • Blended Benchmark agnostic: high active share.
  • Avendus Olivo’s finances have been strong over the last five years.
  • Financial advice from a financial expert is key to making decisions about your finances.
  • Financial stability and growth are essential for everyone’s long term plans. They should be considered when putting together a financial plan that works with you, not against you.
  • Regularly reviewing your investments can help ensure financial stability and growth over the long term.
  • Financial advice can help you make informed financial decisions when it comes to investing in your future.

FAQs

What is the fund's investment philosophy?

The goal is to generate long-term wealth by focusing on investing in high-quality Indian enterprises that profit from India’s expanding prospects rather than an opportunistic approach.

What can I expect as returns?

It focuses more on quality stocks with the potential to multiply rather than short-term gains.

Which plan should I choose?

It focuses more on quality stocks with the potential to multiply rather than short-term gains.

How much money should I set aside?

There is no limit to how much you may want to contribute each month.

About Fund Managers

Andrew Holland, CEO, Avendus Capital Public Markets Alternate Strategies LLP
Andrew Holland CEO, Avendus Capital
Andrew Holland CEO, Avendus Capital

 

Andrew is the current CEO of Avendus Capital Alternate Strategies. Before working with Avendus, he worked with Ambit Investment Advisor, where he built India’s largest and most successful Hedge Funds.Andrew is recognised as a leader with a vision. He has intense experience working with leading banks, including Country Nat West in the UK, Barclays in the UK, and South Korea. Andrew has been rated among the top three analysts consistently by the UK and South Korea.Avendus Absolute Return Fund and Avendus Enhanced Return Fund could cross over INR 5000 crore in one year with his hard work and dedication.Talking about his orating skills, he is a great speaker and gets featured in the news on his views on the market and economics

Vaibhav Sanghvi, Co-CEO, Avendus Capital Public Markets Alternate Strategies LLP

Vaibhav Sanghvi

 

Vaibhav Sanghavi has 17 years of professional experience and a profound domain competence in hedge funds.He joined Avendus in 2016 and is now Co-CEO of Avendus Capital Public Markets Alternate Strategies LLP in Mumbai.As part of his responsibilities, he serves as the main portfolio manager for all of the firm’s funds and has a track record of outperforming markets across cycles.Prior to joining Avendus, Vaibhav was a Managing Director at Ambit Investment Advisors, where he was in charge of the hedge fund operation. He effectively managed the largest onshore Indian hedge fund with an excellent track record throughout his eight-year tenure with the business.Prior to joining Ambit, he spent three years at DSP Merrill Lynch’s strategic risk business, where he was in charge of risk managementand was in charge of managing their proprietary equity assets totaling USD 1 billion.Vaibhav began his career in 2000 with HDFC Bank, where he worked in the equities and private banking departments. During his fiveyear tenure, he invested in shares that consistently outperformed benchmarks.His competence in generating riskadjusted returns in stocks across strategies has been critical in Avendus’ ability to secure its position as India’s largest onshore hedge fund.Vaibhav is a Chartered Accountant who graduated from Mumbai’s Narsee Monjee College of Commerce and Economics.

Tridip Pathak, Co-head of Equity

Tridip Pathak, Co-head of Equity

 

Tridib Pathak has had an extensive career of 28 years and is based in Mumbai. He is the Co-head of Equity at Ocean Dial, where he serves as the Principal Advisor to the “Ocean Dial Gateway to India Fund.” Tridib will be in charge of developing Ocean Dial’s investment process and managing the investment team.

Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

Avendus Absolute Return Fund

AMC Name: Avendus Inc Date: Mar-17
long short
(AIF)
281.5 Strategy 0.61 2.87 4.06 14.14 13.00 11.09 12.11 NA 12.86
Nifty Tri -4.71 -9.11 -8.35 1.66 25.36 11.58 12.04 NA 12.78

Avendus Enhanced Return Fund-II

AMC Name: Avendus Inc Date: Nov-18
long short
(AIF)
250 Strategy -7.25 -11.82 -14.76 -14.76 21.65 10.12 NA NA 8.26
Nifty tri -4.71 -9.11 -8.35 1.66 25.36 11.58 NA NA 12.78

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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.