AAVOF was listed in January 2015 to allow investors exposure to the same rigorous screening and forensic research efforts that have yielded historically strong returns for Arowana International Limited (AWN) and more broadly the Arowana & Co. group.
AAVOF Management Pty Ltd (ACN 602 230 375) (the Manager) is a wholly owned subsidiary of AWN. AWN and AAVOF make available the services of the investment team and other personnel as required by the Manager.
The Manager has utilised its access to an experienced investment team in order to build and manage the portfolio. Led by seasoned investment professionals that have worked together and invested with each other for more than a decade, the investment team abide by the same fundamental value philosophy in investing.
The investment philosophy employed by the Manager is the belief that active and ethical fundamental value based management can outperform market returns as markets are often inefficient.
Arowana International Limited
AWN is an Australian headquartered holding company that is listed on the Australian Stock Exchange (ASX:AWN). It currently has operating subsidiaries in Australia, New Zealand and South East Asia.
Arowana International is part of the Arowana & Co. group. Since its formation in 2007, Arowana & Co. has acquired, operated and grown businesses across a range of different industries and successfully navigated the global financial crisis. In doing so, it has delivered annualised returns in excess of 30% per annum to investors who have participated across all of its investments.
Core Values and Core Competencies
Our core values are of critical importance and we take them very seriously. We hire, we fire, we coach, we invest and we operate in accordance with these core values.
Our core competencies include:
- A forensic approach to due diligence with detail oriented and evidence-based research.
- A rigorous and disciplined investment decision framework based on value investing principles.
- A hands-on engagement and operating model that balances the priorities of a strategic / financial investor and hands on owners.
- A comprehensive growth management methodology that navigates growing pains and inflection points including acquisition integration.