When I started Hall Road, the projects were mostly portfolio reporting and aggregation. It meant I saw a lot of portfolios and noted that nearly all had at least one single investment of size. In this episode I go through the ways families have managed risk vs return, the reasons many continue to invest like founders and the ways companies can utilise this investor type as a long term, engaged and helpful partner.
I also note the challenges faced by both parties and how important the Investment Policy Statement becomes when you have an obvious outlier.
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Cheers
Shaun.
“Hall Road Investments Pty Ltd is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279458) of Hall Road Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors”
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