WELCOME TO ALLUVIUM
Our beliefs and values are not an “ideal fit” with traditional investment management. We view risk differently, we are not constrained by institutional pressures, we are concentrated, not obliged to be fully invested and we “eat our own cooking”. We offer investors that share our philosophy the opportunity to participate with us.
We are not burdened by constraints commonly facing institutional asset managers. We have a broad, global investment universe, the ability to take meaningful positions in small, under-researched businesses, and the conviction to run a concentrated portfolio that bears no relation to any index.
Our view is that behavioural biases, and the structure and incentives inherent within investment markets often lead to prices differing significantly from underlying value. Our investment process has been designed to identify these pockets of inefficiencies, and when appropriate, to take advantage of them.
Our processes are based on the merits of value investing and our belief that many behavioural biases are detrimental to investment returns. We merge behavioural finance concepts with fundamental business analysis and value investing principles to build portfolios of quality businesses.
“While managing money successfully is not easy for anyone, many institutional investors compound that difficulty with a tendency toward conformity, inertia, and excessive diversification that results from group decision making.” – Seth Klarman
WE ARE NOT…
A PROFESSIONAL & EXPERIENCED TEAM
Alluvium’s mission statement is “to be a leading funds management business that has a reputation for authenticity, fairness, honesty, transparency, and disciplined investing in accordance with our beliefs and values.”
Our independence, transparency, and ethics are paramount. As individuals we abide by the CFA Institute’s Code of Ethics & Standards of Professional Conduct, and Alluvium claims compliance with the CFA Asset Management Code of Professional Conduct.
The strategy was conceived and developed as a means to invest our family assets, so we are meaningfully invested in the Alluvium Global Fund. This alignment serves to ensure we remain totally committed to the Fund.
“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.” – Warren Buffet
Senior Portfolio Manager,
Perennial Investment Partners
Colonial First State Investments
KPMG Corporate Finance
G. Dip App Finance
B. Bus Property (Valuation)
8 Investment Partners
MBA, NY USA (Major in Finance)
NEOMA Business School (Corp. Finance)