Asset Value Investors Limited

Fee-Only (% of Portfolio)

Asset Value Investors (AVI) is an asset management company that aims to grow clients' capital by managing a global stock portfolio. AVI focuses on identifying valuation anomalies and investing where the market price doesn't reflect the estimated intrinsic value. AVI looks for companies with strong balance sheets and good quality underlying assets, seeking under-researched situations where the underlying assets are not recognized or are misunderstood by the market.

Assets Under Management$2.3B
Clients9
AdvisorsN/A
Avg. per Client$250M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

AVI receives a management fee based on the value of your portfolio. The fees are generally not negotiable. Clients invested in a fund structure may also pay custodian fees and other expenses associated with running an investment fund. Clients may also incur brokerage and other transaction costs.

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