Asset Value Investors (“AVI”) provides expertly managed exposure to the opportunities presented in various parts of the world. The investment strategy identifies valuation anomalies to create a concentrated, unique, and diversified portfolio of listed equities. AVI’s investment team then engages constructively with these companies to improve shareholder value. Our robust investment philosophy guides investment decisions.
Emphasis is placed on three factors:1) Companies with attractive assets, where there is potential for growth in value. 2) A sum-of-the-parts (SOTP) discount to a fair net asset value.3) Identifiable catalysts exist for value realisation.
We have followed this contrarian benchmark-agnostic unconstrained portfolio approach for nearly four decades. The experience gained is key to our in-depth understanding of our universe of opportunities in a constantly changing environment. AVI’s long-term track record bears witness to the success of this approach. We believe this strategy remains as appealing as ever.
GMO was founded in 1977 and furnishes investment advisory services, predominantly to institutional clients. GMO is a Massachusetts limited liability company controlled by active employee-members (“Members”). The Members, analogous to partners in other organizations, include senior individuals in the firm. No Member owns more than 25% of the membership interests in the firm. For over 40 years, our only business has been to partner with a broad range of sophisticated investors. We offer a broad range of investment strategies, including equity (57%) and fixed income (11%) strategies across global developed and emerging markets, multi-asset class strategies (20%), and alternative strategies (12%).
We are an independent active asset manager that truly believes accountability drives the right outcomes from high-conviction, long-term sustainable investing. Mirabaud Asset Management is part of the Mirabaud Group, an international provider of bespoke financial and advisory services established in 1819 in Geneva, Switzerland. We became the independent, pure-play investment arm of the Group in 2012. Since then, we have developed capabilities across fixed income, equities, and private assets, offering a range of investment solutions that align with our clients’ objectives and share their principles. Our strong sense of purpose, deep-rooted through seven generations of private ownership, defines our approach to asset management
Nedgroup Investments is a global asset manager with over $20 billion AUM. At Nedgroup Investments we believe everyone should benefit from the difference that the best boutiques bring. As an investment-led business, we are dedicated to finding exceptional fund managers and providing the right conditions for them to perform. We foster multi-decade relationships to enable managers and teams to flourish over the long-term offering our clients more choice, better access and deeper alignment with their investments. We champion boutiques. We select the exceptional. We partner for decades.
Stonehage Fleming Investment Management Limited manages £19bn in AUM and employs over 100 people in the United Kingdom, Switzerland, Jersey and South Africa. The Global Equity Management division (GEM) sits within this business, with overall responsibility for £4bn in listed equity investments via a number of Irish and UK domiciled funds, white label funds and segregated client mandates. The Stonehage Fleming Global Best Ideas Equity Fund (GBI) is the flagship equity product of the GEM division. The GBI team has its own independent investment philosophy, strategy, process and Investment Committee. The Global Equity Management division is led by Gerrit Smit.
