Asset Value Investors (“AVI”) is a boutique investment manager that is based in London
and is majority-owned by its employees. Goodhart is a minority shareholder.
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AVI has built a formidable track record over almost 4 decades operating as a genuinely engaged investor with a deep understanding of how to navigate the “discount-cycle” that can impact listed companies.
AVI manages a range of strongly differentiated strategies, spanning global, global family-backed and Japanese smaller companies
GLOBAL EQUITY
Established in 1889, the objective of the AVI Global Trust (“AGT”) 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 Trust has followed AVI’s distinct investment style since 1985 to achieve superior long term returns.
JAPAN EQUITY
The AVI Japan Opportunity Trust (“AJOT”) invests in a concentrated portfolio of small-cap Japanese equities that are significantly overcapitalised. Asset Value Investors leverages its almost four 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.
FAMILY-BACKED EQUITY
The AVI Family Holding Companies Fund (the “Fund”) is an Irish Qualifying Investor Alternative Investment Fund (QIAIF) that deals on a monthly basis. The Fund invests globally in under-researched listed family-backed holding companies, unlocking value from discounts to NAV and inefficiencies in holding company structures.