Established in 1889, the Company’s investment objective is to achieve capital growth through a focused portfolio of investments, particularly in companies whose shares stand at a discount to estimated underlying net asset value. The Company has followed AVI’s distinct investment style since 1985 to achieve superior long term returns.
AVI Japan Opportunity Trust (“A JOT” or “the Company”) invests in a focussed portfolio of over-capitalised small-cap Japanese equities. Asset Value Investors will leverage its three decades of experience investing in asset-backed companies to engage with company management and help to unlock value in this under-researched area of the market.
The AVI Family Holding Companies Fund (the “Fund”) is an Irish Qualifying Investor Alternative Investment Fund (QIAIF). The Fund invests into listed family-backed holding companies globally taking advantage of the inefficiencies in holding company structures.
The AVI Japan Fund (the “Fund”) is an Irish Qualifying Investor Alternative Investment Fund (QIAIF). The investment objective of the fund is to achieve long-term capital appreciation by investing in a diversified portfolio of listed equities in Japan which are undervalued and where cash, listed securities and/or realisable assets make up a significant proportion of the market capitalisation.
