“Don’t tell me what you can do, show me what you can do.”
– Investor
Aggregate Value Fund
The Aggregate Value Fund (AVF) started off as a diversified deep-value equity fund in 2012, with our hunting ground primarily in Asia. As deep value investors, we employ traditional value metrics like price to net tangible assets, low debt to equity, consistent dividends, etc. Over the years, in our search to better improve strategies and returns, we have dived into the world of machine learning and developed techniques that have enabled us to invest beyond Asia, venturing into the US and European markets in 2021. Today, the AVF is a globally diversified fund, with a tilt towards Asia. The fund is invested in about 1,000 listed companies across 17 countries. Our goal is to provide investors with a relatively stable platform delivering average net returns of 7–9% annually.
Fund Performance
To download the month to month NAV and index data please click here