April 2025
The Australian Financial Review recently asked a group of leading investment professionals across the country where they would invest $5,000 right now. Alvia’s CEO, Nathan Robertson, was among those quoted.
Nathan offered two takes – one for the passive investor, and one for those looking to back a single, high-conviction idea.
“If you’re not into picking stocks, buy a low-cost equity ETF, close your eyes, and come back in five years. But if you’ve already got a diversified portfolio and want to put $5,000 to work, Ramsay Health Care is worth a look.”
He highlighted Ramsay’s position as Australia’s largest private hospital operator, trading at decade-low levels despite rejecting an $88/share takeover offer from KKR in 2022.
“At this entry point, you’re not betting on the next bull market – you’re just backing that Australians will still need surgeries and hospital beds, no matter what the macro backdrop looks like.”