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​AVI's Investment model tracks and analyses the relationship between fundamental drivers of shareholder value creation. eg the relationship between valuation, growth and cash generation, or whether a management team are good at creating value from acquisitions etc. These drivers are timeless and fundamental.

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The methodology is based on long term rather than short term inputs, and one could argue that as the market has largely moved towards passive investing and short term trading the market inefficiency can now be largely found in the long term.

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Edward Ross started his investment career at Fidelity Investments and was the top ranked analyst worldwide.

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He was then recruited by Aker ASA as the Investment Director to implement activist value creation techniques to their portfolio of listed investments, leading to a 100% relative outperformance over three years.

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He subsequently worked with KKR, Hayfin and Alvarez & Marsal delivering cost of capital arbitrage and activist value creation programs.

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The drivers of the investment model therefore stem from over 25 years of investing across the capital structure combined with operational and consulting experience. At its core, the model identifies companies with underappreciated improvement opportunities.