The Fund was developed to provide the core principles of long-term intergenerational family office investing in one simple investment solution.
The Fund provides wholesale investors with exposure to a portfolio of our highest conviction ideas across all asset classes, sectors, and geographies, encompassing listed securities and private companies typically reserved for institutional or ultra-HNW investors.
The Fund was seeded by the Partners and employees of Alvia and is utilised as a core vehicle for a substantial portion of our own wealth.
Alvia’s long-term, capital preservation-first approach extends to this product. Our focus remains solely on achieving sustainable, long-term absolute returns, rather than returns relative to an arbitrary index.
Key Fund Information
The Fund’s investment process is founded on the underlying principle that good investing requires a solid temperament as much as strong analysis.
Investing is principled upon long-term compounding of returns from quality businesses, and not short-term speculative price forecasts. All of the Fund’s investments are subject to a rigorous five-step review process, consistent with the approach used across Alvia’s full family office investment services.