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Our goal is to achieve attractive long-term returns by investing into a portfolio of 50-60 stocks globally and by:

  1. 1

    Following our distinctive long-only, value, bottom up investment style

  2. 2

    Seeking out good quality, neglected securities trading at a discount to their net asset value

  3. 3

    Active involvement to improve shareholder value

  4. 4

    Offering a contrarian bias

  5. 5

    Offering diversification due to the nature of our holdings

AVI’s Funds:

History

ABOUT US

Asset Value Investors was established in 1985 to manage the assets of British Empire Securities & General Trust plc (British Empire), then a £6 million London listed investment company.

Today AVI manages over £1 billion across all its products.


VISIT BRITISH EMPIRE SITE

AVI strives to identify valuation anomalies and focusing on investing where the market price does not reflect the estimated intrinsic value.

Our aim is to deliver long-term return returns with relatively low volatility by:

  • 1 Investing in companies and funds trading on a discount to their net asset value
  • 2 Identifying good quality underlying assets with appreciation potential at compelling values
  • 3 Focusing on balance sheet strength
  • 4 Looking for catalysts to narrow discounts
  • 5 Focusing on bottom-up stock picking
  • 6 Willingness to hold cash if investments do not meet our criteria

Process

ABOUT US

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Please note that the Fund Prospectus should be read in conjunction with the Supplement to the Fund Prospectus document and the AIFM Investor Disclosure document. Please ensure that you have read and understood both documents before taking any investment action.

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