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James Duffy
Portfolio Manager at Alvia Asset Partners
James Duffy is a Portfolio Manager at Alvia Asset Partners, a firm that specializes in investment management for family offices and high net worth individuals.5 In his role, James focuses on identifying high-quality investments across various asset classes.1
Professional Background
James is based in the Greater Brisbane Area of Australia and has over 500 connections on LinkedIn.2 As a Portfolio Manager, he brings significant experience to his position at Alvia Asset Partners.3 His expertise lies in managing investment portfolios and finding lucrative investment opportunities for clients.
Responsibilities
At Alvia Asset Partners, James's primary responsibilities include:
- Identifying and analyzing high-quality investment opportunities
- Managing client investment portfolios
- Contributing to the firm's overall investment strategy
Company Culture
Alvia Asset Partners, where James works, prides itself on its passion for investing and commitment to achieving great results for its clients. The company emphasizes the importance of working alongside clients to help them reach their long-term financial aspirations.1
Additional Information
James Duffy's LinkedIn profile can be found under the username jamesduffy00.2 He has been part of the management team for the Alvia Family Office fund since August 6, 2020.4
Highlights
Unfortunately you may have to work with me. Fortunately, you get to work with everyone else
Ever wondered why investors quote Buffett, saying;
“It's far better to buy a wonderful company at a fair price, than a fair company at a wonderful price”
I’m sure it’s logical to most, but visualising the math is quite revealing. Its like someone telling you that deep fried chicken tastes good and then actually eating it*.
Suppose we have a company growing at 15% p.a. for 5 years. If you pay $50 today your total return would be ~100%. Not bad.
However, what if you get the opportunity to buy at a discount (-20%) or if you decide its worth paying a premium (+30%)?
The difference is almost 100% in total returns.
If compounding is the 8th wonder of the world, then buying at a discount should be 8.5 ...
*they say, we eat with our eyes.
