I have a basic premise: the larger the pond in which I fish, the more fish available, so the more discerning I can be. This is why I wish to access the broadest range of investment opportunities practicable - so I can build a high quality portfolio [...]
It was early 2013 when I really started contemplating investment options with some seriousness. I reflected on my institutional funds management experience and my interests in value investing, behavioural finance and psychology. I also cast my mind back to the old academic days as well as my [...]
When developing the Strategy, I built a single spreadsheet which encompassed both portfolio positions and performance measurement. By late 2015 I had recognised that the combination of these functions in a single file may be detrimental to process because it encouraged short term performance monitoring. Whilst it [...]
Snapshot The Alluvium Global Strategy (Strategy) posted a net return of 16.5% over the 2015 calendar year1 . The longer term net returns of the Strategy, in Australian dollars (AUD), as well as some alternatives are shown below:1, 2, 3, 4 Figure 1: Value [...]
