Asset Value Investors LTD

Investment Strategy

Asset Value Investors pursues a fundamental, bottom-up value investment strategy in global equity markets. The firm specializes in identifying valuation anomalies in family-controlled holding companies, closed-end funds, and asset-backed situations—particularly where the market price trades at a discount to the estimated net asset value. AVI leverages deep research to unlock value in under-researched companies, such as over-capitalised small-cap Japanese equities, through active engagement and, where appropriate, activism. Its focused, research-intensive approach targets long-term capital appreciation with relatively low volatility, aiming to outperform global benchmarks over rolling five-year periods.