Founded in 1889, Avi Global Trust Plc, formerly British Empire Trust Plc is a closed ended investment trust with objective to achieve capital growth through a focused portfolio of investments, primarily in businesses whose shares stand at a discount to estimated underlying net asset value; these types of businesses include closed-end funds, holding companies and cash-rich Japanese operating companies.  It makes investments in businesses listed on the stock exchange of UK or outside UK. It invests across a range of sectors that include, professional services, construction material, aerospace and defense, building products, electrical components and equipments, healthcare, oil and gas equipment and services, packed foods and meats and other. The company’s shares are listed on the London Stock Exchange since 1943 as LON: AGT and is a constituent of the FTSE 250 Index.

The company’s objective is to seek out-of-favour businesses whose assets are misunderstood by the market or under-researched and trades below the estimated value of the underlying assets. The company has appointed Asset Value Investors Limited as its investment manager that aims to deliver high returns and specializes in indentifying businesses that may be selling on anomalous valuations for various reasons.  The manager can’t invest more than 10% on unlisted securities. The company continuously looks for investment opportunities with real value and prospects for medium to long term capital growth. The company’s investment portfolio is diversified across the world. Its research process involves conducting detailed fundamental research in order to assess the catalysts for a narrowing discount and understanding the drivers of NAV growth.

Contact Information

company address Beaufort HSE, 51 New North Road EX4 4EP United Kingdom

company websitehttps://www.aviglobal.co.uk/choose/

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