Public Equities

Advancing New Paths for Investment Growth

Are you seeking growth-oriented investment opportunities in recognized companies that may be currently priced below their actual market value?

At Avestix, we drive growth by investing in leading public companies poised for sustained performance. Our focus is on companies with strong financials, experienced management, and a sustainable competitive advantage. By targeting undervalued stocks and fostering long-term growth, we offer investors opportunities for potentially reliable returns and dividends.

Join us as we shape the future of public equity investment and open new avenues for growth on the global stage.

Advancing New Paths for Investment Growth

We select our marketable equity securities in much the same way we would evaluate a business for acquisition in its entirety. Our Fund includes equities with…

  1. Easily understood business models

  2. Favorable long-term prospects

  3. Strong oversight and experienced leadership

  4. Attractive pricing

Rather than buying equities that offer anticipated price appeal, we seek out opportunities that are currently available at favorable prices. Should stock prices decline, Avestix may even purchase more shares if we determine company performance warrants additional buys.

Investment Focus & Philosophy

Our experience has been that pro-rata portions of potentially strong businesses sometimes sell in the securities markets at large discounts from the prices they would command in negotiated transactions involving entire companies. Consequently, potential bargains in business ownership, which simply are not available directly through corporate acquisition, may be obtained indirectly through stock ownership.

When priced appropriately, Avestix may purchase large positions in selected companies — not to gain control of an organization, but rather to take advantage of potential growth opportunities and corresponding dividends.

Elevate Your Portfolio

  • The fund focuses on delivering potentially high dividend yields to investors, offering a reliable source of income. Our strategy prioritizes investments in companies with a proven track record of distributing substantial dividends, providing both potential stability and growth in returns.

  • We invest in companies with exceptional management teams that demonstrate strong leadership and a history of creating value. We believe that great management drives long-term success, and we seek companies led by experienced professionals committed to operational excellence and shareholder value.

  • This fund emphasizes financial stability by selecting companies with strong balance sheets. Our portfolio is built around businesses that maintain more cash than debt, helping ensure they have the liquidity needed to weather economic downturns in order to potentially reward shareholders.

  • Our fund is committed to investing in companies offering potentially sustainable and competitive advantages, or “moats.” We select companies that appear to be well-positioned to fend off competition while maintaining market leadership, which helps support their ability to potentially generate profits and dividends over the long term.

About Our Founder

Meet Susan Lindeque, Founder and CEO of Avestix Group.

With over $700 million in SAP ERP transactions and $500 million+ in capital raised for various projects, she has established herself as a proven entrepreneur, and prominent leader in the industry.