Our investment philosophy is based on contrarian investing, which is simply about not following the herd and investing in something just because everyone else is. For us, contrarian investing is about the skill of a fund manager to identify and capitilise upon opportunities where the real value of an investment differs significantly from perception or consensus (what everyone else is thinking).
Aviva Investors believe that outperformance can only be consistently delivered by identifying these opportunities and exploiting them. Differences' from consensus and the reality are measured and communicated though an analysis model called Investment Lifecycle. This is used to rigorously test views and encourage debate within the Aviva Investors UK Equity team around the real value attributed to a company relative to consensus expectations.
Source: Aviva Investors as at 31st August 2008
As a stocks and shares investment, you should be aware that the value can go down as well as up which could mean you may not get back all of your original investment.
WM46006 09/2008
