AVI Global Trust plc (AGT.L) LSE

Currency In GBp

AD

AVI Global Trust plc

Address

25 Bury Street

London, SW1Y 6AL

United Kingdom of Great Britain and Northern Ireland (the)

Phone

44-20-7659-4800

Sector

Financial Services

Industry

Asset Management - Global

Employees

0

First IPO Date

March 31, 1978

Key Executives

NameTitlePayYear Born
Joseph BauernfreundPortfolio Manager0N/A
AD

Description

Managed by Asset Value Investors Limited, AVI Global Trust plc is a closed-ended investment trust primarily focused on global public equity markets. The trust aims to build its portfolio by investing in value-oriented companies across a wide spectrum of sectors and market capitalizations. Its investment approach employs rigorous bottom-up fundamental analysis, specifically seeking out businesses trading at a discount to their net asset value, possessing high-quality underlying assets with significant appreciation potential, and demonstrating robust balance sheet strength. Performance of its holdings is benchmarked against the Morgan Stanley Capital International All Country World ex-US Index, the Morningstar Investment Trust Global Index, and the Morgan Stanley Capital International All Country World Index. Founded on July 1, 1889, and domiciled in the United Kingdom, it was formerly known as British Empire Trust Plc.

AD