7 Oct 2026Alvia Asset PartnersNWSHeldAlvia Asset Partners continues to hold News Corporation (ASX: NWS) because it views the group as a steady compounder built on a portfolio of media and digital franchises with leading positions and strong competitive moats. These include a roughly 61% stake in Australian real estate portal REA Group, business intelligence provider Dow Jones, publisher HarperCollins and leading newspaper mastheads. Alvia believes these competitive positions underpin durable pricing power, particularly at REA and Dow Jones, the group's largest businesses. The manager also highlights strong and consistent free cash flow, which has enabled management to return capital through buybacks while executing accretive acquisitions.
7 Oct 2026Alvia Asset PartnersRMDHeldAlvia Asset Partners continues to hold ResMed (ASX: RMD) because it regards the business as a steady compounder with long-tenured, aligned leadership, with father Peter and son Mick Farrell the only CEOs since the company's founding in 1989. Alvia notes ResMed has maintained an enduring focus on building a leading position in addressing sleep apnoea, a serious and largely undiagnosed health issue. The manager highlights consistent reinvestment across research and development and manufacturing capabilities, which has established ResMed as the global leader in CPAP devices and masks and delivered decades of earnings and free cash flow growth.
Alvia Asset Partners is a boutique Australian investment or wealth advisory firm, likely offering tailored portfolio management and financial advice to private and wholesale clients. Firms of this type typically combine fundamental research with bespoke portfolio construction based on individual client circumstances and risk tolerance, rather than distributing a single broad retail fund. As a smaller, closely-held business, detailed independently verifiable public information about Alvia's specific founders, strategy and track record is limited in public sources, consistent with boutique firms operating primarily through direct client relationships.
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11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.
7 Oct 2026Alvia Asset PartnersNWSHeldAlvia Asset Partners continues to hold News Corporation (ASX: NWS) because it views the group as a steady compounder built on a portfolio of media and digital franchises with leading positions and strong competitive moats. These include a roughly 61% stake in Australian real estate portal REA Group, business intelligence provider Dow Jones, publisher HarperCollins and leading newspaper mastheads. Alvia believes these competitive positions underpin durable pricing power, particularly at REA and Dow Jones, the group's largest businesses. The manager also highlights strong and consistent free cash flow, which has enabled management to return capital through buybacks while executing accretive acquisitions.
7 Oct 2026Alvia Asset PartnersRMDHeldAlvia Asset Partners continues to hold ResMed (ASX: RMD) because it regards the business as a steady compounder with long-tenured, aligned leadership, with father Peter and son Mick Farrell the only CEOs since the company's founding in 1989. Alvia notes ResMed has maintained an enduring focus on building a leading position in addressing sleep apnoea, a serious and largely undiagnosed health issue. The manager highlights consistent reinvestment across research and development and manufacturing capabilities, which has established ResMed as the global leader in CPAP devices and masks and delivered decades of earnings and free cash flow growth.
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