Away from the Index: Investing Off the Beaten Track

Watch this session to discover how AGT builds a portfolio that looks nothing like the index but has a long term track record of outperforming the benchmark, and to hear directly from the trust’s experts on how they are navigating global markets and where they're finding value today. Learn how they identify under-researched companies and structures with long-term potential, the importance of asset backing, governance reform and shareholder alignment, why an active approach matters in today’s environment, and what sets them apart in terms of research depth, portfolio construction, and engagement.

Their distinctive, contrarian approach is more valuable now than ever. With the stock market at unprecedented levels of over-concentration, onlookers from Jamie Dimon to the Bank of England are sounding the alarm about the risks of following a passive, index-led strategy. AGT has a demonstrable track record of idiosyncratic investing; not following the crowd, but actively identifying underpriced opportunities to create truly diversified, differentiated portfolios.

Founded in 1889, AVI Global Trust is one of the six investment trusts in MoneyWeek’s portfolio of investment trusts, and despite the ever-changing macro environment has generated annualised returns of over 11%* since Asset Value Investors took over management of the trust in 1985. The trust invests in often-overlooked opportunities, such as holding companies and close-ended funds, in order to identify cascading value opportunities that others miss.