Our goal is to achieve attractive long-term returns by investing into a portfolio of 25-35 stocks globally and by:
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1
Following our distinctive long-only, value, bottom up investment style
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2
Seeking out good quality, neglected securities trading at a discount to their net asset value
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3
Active involvement to improve shareholder value
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4
Offering a contrarian bias
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5
Offering diversification due to the nature of our holdings
AVI's Funds:
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AVI Global
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Trust plc -
AVI International Value Fund (sub fund of AVI Partners Capital Fund Plc)
EXPLORE -
AVI Japan Opportunity Trust
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History
ABOUT USAVI was established in 1985 to manage the assets of British Empire Trust plc (British Empire), then a £6 million London listed investment company. It changed its name from British Empire Trust to AVI Global Trust in May 2019.
Today AVI manages over £1bn across all its products.
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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