An Update on the Ellerston JAADE Private Assets Fund
By Patrick Malcolm
On Wednesday 26th February, our Managing Partner and Senior Financial Planner Paul Nicol interviewed the Investment Director of the JAADE Private Assets Fund, David Leslie, to discuss private asset investing and to get an update on the Ellerston JAADE Private Assets Fund.
The Ellerston JAADE Australian Private Assets Fund provides access to a concentrated portfolio of high growth and pre-initial public offering (IPO) companies via limited liquidity, “private equity” style offering. Ellerston’s investment philosophy is centred on the belief that private companies offer significant valuation opportunities relative to public companies where they can be purchased well below post-IPO valuations. The importance of operational expertise in increasing revenues and managing expansion remains a cornerstone of the investment process.
In the recording, David details his views on private asset investing in a diversified portfolio and the relative attractiveness of investing in private assets versus public market valuations.
We hope you enjoy the recording.