Investment philosophy
AVI strives to identify valuation anomalies and focuses on investing when the market price does not reflect the estimated intrinsic value by:
- Investing in companies and funds trading on a discount to their net asset value
- Identifying good quality underlying assets with appreciation potential at compelling values
- Focusing on balance sheet strength
- Looking for catalysts to narrow discounts
- Focusing on bottom-up stock picking
Our approach to value investing
- We aim to buy companies trading at a discount to NAV
- We are benchmark agnostic
- We look for catalysts to narrow the discount