AVI Global Trust challenges Third Point merger proposal

Published 21/05/2025, 18:14
AVI Global Trust challenges Third Point merger proposal

LONDON - Asset Value Investors (AVI), manager of the £1.3 billion AVI Global Trust (AGT), has publicly criticized the proposed merger between Third Point Investors (TPOU) and Malibu Life Reinsurance, a wholly-owned subsidiary of Third Point. The statement issued today follows the announcement of the merger, which has been backed by Third Point’s principal, Dan Loeb, who holds a 25% stake in TPOU.

AVI, which owns a 7.1% share in TPOU, has been in discussions with TPOU’s Board regarding the company’s strategy and direction since 2017. The investment manager expressed strong disapproval of the merger, branding it as a continuation of what it calls "appalling corporate governance." AVI also highlighted the underperformance of Third Point’s reinsurance ventures, pointing to the lesser annualized total shareholder return of less than 4% since the inception of Third Point Reinsurance in 2013.

The investment manager’s discontent extends to the lack of a shareholder exit offer at net asset value (NAV) in light of the significant changes the merger would entail. Further, AVI criticized the governance structure of the deal, noting the Chairman of the Strategy Committee that recommended the transaction will also chair the new business.

In light of these concerns, AVI has stated that it will vote against the merger and is urging other shareholders to do the same, seeking to rally opposition to the proposed transaction.

This merger proposal has become a focal point for debates on corporate governance and shareholder rights, with implications for investment company strategies and investor returns. The information in this article is based on a press release statement.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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