Death of Value…ation

Quarter 2: June 2020

We are sure we can all agree that 2020 has been truly unique and certainly not for the faint hearted! Investing is never easy and when your perception takes you to a place where you believe it is – it is probably a great time to reflect and take some profits as dismay is around the corner.

 

To read more about the Alvia investment team’s observations, and what is shaping our decisions, download our June 2020 Quarterly below.

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