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 the investment team’s best 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 benchmark.
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.
Please find the links below to the Alvia Family Office Fund profile, the latest monthly performance for the fund, the information memorandum and application form.