Asset Value Investors' shareholders agreed on 4 August to sell the London-based value manager to Pacific Asset Management, which will add AVI to its multi-boutique platform.
Why Pacific Asset Management (Pinnacle Investment Management group) is buying Asset Value Investors Ltd
AVI said Pacific's global distribution, technology and operating platform would support its next stage of growth, giving it broader access to family offices, wealth managers, consultants and institutions while preserving its independence.
Deal terms and financing
Pacific is acquiring 100% of AVI's share capital, including the circa 25% held by Goodhart Partners. Terms were not disclosed. AVI's investment teams, philosophy and fee arrangements for its trusts are unchanged.
Regulatory approvals and timing
The transaction required regulatory approval. AVI Global Trust said the acquisition completed on 2 October 2026.
Market context
AVI manages AVI Global Trust, AVI Japan Opportunity Trust and MIGO Opportunities Trust as well as open-ended funds. Pacific, founded in 2016, oversees more than £18.4bn.
