PRE-IPO FOCUS: Alium Capital Management is an investment manager catering to sophisticated investors seeking family office style flexibility & exposure, with a particular emphasis on pre-IPO investments on the ASX.
PUBLIC/PRIVATE: Broadly we are a cross-over investment fund specializing in unlisted companies and public equities. We are focused on emerging technology & innovative companies, covering the spectrum from private Series-A-to-Z fund raisings, as well as investing opportunistically in emerging listed stocks.
QUALITY MANAGEMENT & FINANCIALS: Alium places a heavy emphasis on management and financial metrics to invest in businesses that can grow into meaningful enterprises with global reach. In particular Alium will typically look to invest in high growth, high margin companies, that demonstrate a competitive edge in both innovation and disruption.
CO-INVESTMENT: We allow our investors to co-invest in select deals.
EXPERIENCED FUND MANAGERS: The team has a combined 100+ years of industry experience & relationships which they leverage to identify alpha generating deals. In addition, the manager’s have experience in research, stock selection & portfolio management to be active in the market segment that is overlooked by larger funds with restrictive mandates.
FOCUS ON RISK MANAGEMENT: Experience in managing risk & avoiding draw-downs bodes well to protect capital during times of heightened volatility.
TECHNOLOGY AND INNOVATION ARE CRITICAL COMPONENTS OF THE GLOBAL ECONOMY, AND WE BELIEVE PRIVATE AND PUBLIC ASSETS IN THE ARENA WILL CREATE SIGNIFICANT VALUE TO CONSUMERS AND ENTERPRISES ON A SECULAR BASIS. WE INVEST TODAY, FOR RETURN’S TOMMOROW.
EXPERIENCED FUND MANAGERS
ALIUM ALPHA FUND
FUND PERFORMANCE
MONTHLY PERFORMANCE
Performance | Jan | Feb | Mar | Apr | May | June |
July |
Aug |
Sep |
Oct |
Nov |
Dec |
YTD |
2017 |
4.8 |
1.0 |
1.2 |
1.6 |
1.6 |
1.6 |
9.6 |
0.3 |
15.3 |
0.6 |
2.7 |
0.3 |
48% |
2018 |
1.5 |
3.2 |
0.3 |
0.6 |
1.4 |
-2.5 |
1.1 |
3.0 |
-0.2 |
-0.5 |
1.2 |
-0.5 |
9% |
2019 |
1.9 |
4.4 |
-0.6 |
0.3 |
2.5 |
-0.3 |
1.8 |
1.7 |
4.4 |
-1.8 |
3.2 |
-0.9 |
18% |
2020 |
-0.1 |
3.1 |
-4.5 |
1.7 |
-0.6 | 1.1 | 1.2 | 8.0 | -1.0 | 2.1 | 4.5 | 0.8 |
17% |
2021 |
1.7 |
1.1 | 0.9 | 1.0 | 0.4 | 0.0 | 5.0 | 0.9 | 1.0 | 5.7 | 0.0 | 0.7 |
19% |
2022 |
-1.5 |
-0.6 | 0.3% | -1.3% | -1.1% | -0.2% | 0.9% | -1.3% | -0.8% | -0.4% | 0.1% |
-5.9% |
|
Inception |
147%^ |
The latest monthly NAV figure used in this presentation is an estimate as the trailing month is not immediately available at month’s end. This may be subject to change based on the independent fund administrator’s calculation.
We invest in companies, both listed and unlisted, that demonstrate market leadership, significant opportunities to grow and are managed by thought leaders. Here is a sample of Alium’s portfolio investments:
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