Candice and Felicity sit down with Joshua Derrington the Managing Director and Chief Investment Office of Alvia Asset Partners.
Alvia Asset Partners is a unique Family Office that has opened up its investments to the broader public. This Fund offers up Alvia’s ‘best ideas’ that leverages off their family office investment process to deliver long-term, consistent and compounding returns.
And the returns have been IMPRESSIVE.
Since inception, the Fund has returned 48.80% or 13.50% annualised return.
In this episode you will hear Josh's investment process, some of the current holdings and sectors he favours and his thoughts on the current economic climate and how this is shaping the private sector.
If you wish to find out more about Alvia Asset and their Family Office Fund, head to their website:
Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.
Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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