Avendus Olivo Core Equity Portfolio
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.
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.
Unique Feature
- Institutionalised investment management
- disciplined and temperament
- Identify price-value gaps
- Allow repeatability of performance to enable scalability.
Listen to expert conversations and investment insights anytime on Spotify.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Avendus Olivo Core Equity Portfolio
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Avendus Investment Managers Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹173.59 | 0.17 | 1.71 | -0.88 | -2.91 | -6.23 | 9.00 | 13.01 | 9.07 | 14.52 |
| Benchmark | NA | -0.09 | 3.86 | 1.43 | 4.72 | -0.11 | 12.09 | 11.90 | 10.91 | 17.81 |
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