Active Value Partners AG is the investment advisor to AVP Funds SICAV Active Value Partners Opportunities Fund. The team has 25+ years of collective experience from activist investing and traditional fund management. Liquid Activist Investing in Europe.

Today, many companies in the public market trade at a discount to fundamental value since they underperform their potential, have complex corporate structures or are “out of favour” with the market for idiosyncratic or cyclical reasons. This negatively impacts all shareholders but very few investors are ready to do something about it.

Activist funds are notable exceptions. By employing a private equity-approach to public markets, they act as catalysts for positive change at companies that creates value for all shareholders – shareholder activism is the anti-thesis of passive investing.​

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Founded in 1997, Mirae Asset is one of the largest independent financial groups in Asia, providing comprehensive services to clients worldwide – including asset management, wealth management, investment banking, and life insurance.

Mirae Asset Global Investments is a diversified global investment manager and now operates worldwide across 16 markets.

Mirae offer a wide range of equity strategies across regions and investment themes, notably Asia, China and India in addition to Sector Leaders and Greater Consumer themes.

Focused on building high-conviction portfolios based on fundamental, bottom-up stock picking, Mirae investment process emphasizes quality, growth and sustainable competitiveness to identify existing and emerging industry leaders at reasonable valuations.

Manager Bernard Horn founded Polaris in April 1995 to expand an existing client base dating to the early 1980s. Bernie has been managing Global and International Equity Portfolios for nearly four decades, combining investment technology and traditional fundamental research.

At its core, the investment philosophy is dedicated to pure global value investing — time-tested over more than four decades. Polaris seek to build value portfolios that can achieve higher than benchmark returns with below market risk.

Polaris have a disciplined approach to global value investing, with the flexibility to invest in companies in any country (developed or emerging), industry or market capitalization. Diversification extends to more than 15 industry groups and 15 countries. Most investments are held for three to five years, and turnover averages 30% annually.

Polaris conduct bottom-up stock selection, which results in holdings that are considered the most undervalued in the world pursuant to their valuation criteria. In addition to financial analyses, its research team assesses industry conditions, competitive advantages, profitability, operating and financial leverage and the quality of company management.