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Our goal is to achieve attractive long-term returns by investing into a portfolio of 25-35 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:

  • British Empire
    Trust plc

    VISIT WEBSITE
  • CF Asset Value Investors Global Fund

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  • AVI International Value Fund
    (sub fund of AVI Partners Capital Fund Plc)

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History

ABOUT US

AVI was established in 1985 to manage the assets of British Empire Trust plc (British Empire), then a £6 million London listed investment company.

Today AVI manages over £813 million 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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AGREE AND PROCEED TO WEBSITE DISAGREE

This fund is not an Alternative Investment Fund it must be read in conjunction with the Additional Information and Key Investor Information documents. Please ensure that you have read and understood both documents before taking any investment action.

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