Safety First. Globally Diversified.

We Are Quality Investors.

Our philosophy is simple: Return of capital is just as important as return on capital. We filter the global universe for high-quality, profitable companies and good debt opportunities that can withstand economic turbulence. We do not speculate; we allocate.

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Why We Are Different:

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Direct Global Equities

98% of the worlds equities are outside Australia. The worlds best companies are predominantly global. Valor searches for the best global businesses to and invests directly for clients for superior transparency and tax outcomes.

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Direct Global Bonds

While most planners put you in a bond "fund" (where you lose control over maturity and yield), we purchase direct global bonds. This locks in known yields and creates a predictable income stream for your portfolio.

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In-House Currency Hedging

Investing globally creates currency risk. Valor Private Wealth holds its own currency license. We don't leave your exchange rate risk to chance; we actively manage and hedge currency exposure to smooth out volatility and enhance returns.

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The Mason Stevens Platform.

We utilize Mason Stevens to provide an institutional-grade custody and administration solution. This allows for sophisticated tax optimization and real-time reporting that retail platforms simply cannot match.

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Consistent Returns Through Market Cycles

Our diversified portfolios have delivered an average of 13.9% per annum over the last 5 years*. By focusing on quality over hype, we have protected client capital during downturns while capturing significant upside during growth cycles.

Let’s Work Together

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