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| Fund Overview | The Fund will invest in securities where Avenir believes the company is simply mis-priced and deeply undervalued and offers significant potential for revaluation. The Fund will also invest in companies that are subject to specific corporate events such as mergers, acquisitions, restructurings, recapitalisations, spin-offs, demergers, management change, distressed situations, and other sharply delineated corporate events. The Fund will also selectively invest in short positions in companies where Avenir believes the company is significantly overvalued or where the company's business model is broken or structurally challenged. |
| Manager Comments | The Sharpe and Sortino ratios were above ASX 200 Accum Index at 2.78 (1.61) and 7.42 (3.27) respectively, over the last year. Up and Down Capture ratios were 0.57 and -1.69 respectively. |
| More Information | » View detailed profile of this fund |
