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Home 2017-04-07T08:57:18+00:00

WELCOME TO ALLUVIUM

We are fortunate to enjoy the freedom to invest solely in accordance with our own beliefs and values. These are not an “ideal fit” with the traditional investment management industry. We look forward to welcoming investors that understand and share our philosophy.

UNCONSTRAINED

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.

OPPORTUNISTIC

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.

DISCIPLINED

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…

  • Passionate

  • Experienced

  • Focused

  • Aligned

  • Responsible

  • Ethical

WE ARE NOT…

  • Traders

  • Forecasters

  • Followers

  • Influenceable

  • Bureaucratic

  • Flamboyant

A PROFESSIONAL & EXPERIENCED TEAM

MISSION

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.”

ETHICS

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.

COMMITMENT

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

Stuart Pearce, CFA

Chief Investment Officer

20+ years experience

  • Senior Portfolio Manager,
    Perennial Investment Partners

  • Portfolio Manager/Analyst,
    Colonial First State Investments

  • Executive,
    KPMG Corporate Finance

  • CFA Charterholder
    G. Dip App Finance
    B. Bus Property (Valuation)

Alexis Delloye, CFA

Chief Operations Officer

10+ years experience

  • Founder,
    Private Reporting

  • Investment Analyst,
    8 Investment Partners

  • Credit Analyst,
    BNP Paribas

  • CFA Charterholder
    MBA, NY USA (Major in Finance)
    NEOMA Business School (Corp. Finance)