Finding compelling #investment opportunities in #Japan. We invest in a focused portfolio of overcapitalised small-cap Japanese #equities. Product of @TrustAVI
Active engagement strategy bearing fruit
The trust’s manager, Asset Value Investors (AVI), continues to take a high-conviction approach to small- and mid-cap Japanese companies, focusing on unlocking value through active engagement.
https://t.co/Ywtt98MYtW
AVI Japan Opportunity (AJOT) trust posted net asset value (NAV) total returns of 20.9% in sterling terms in the year ended 31 December 2024, significantly outperforming its MSCI Japan Small-Cap index, which returned 6.2%.
https://t.co/LcguTvzkST
Japanese small-cap investment trusts are enjoying mixed fortunes as activist AVI Japan Opportunity (AJOT) unlocks value while struggling Baillie Gifford Shin Nippon (BGS) rejigs its strategy and brings in manager reinforcements.
https://t.co/k8OPxM0yA5
.@QuotedData's James Carthew rated @AVIJapan a buy in @TeleQuestor@TeleBusiness. "Questor feels that the trust is increasingly pushing on an open door when it comes to tackling low valuations in Japan." @AICPRESS https://t.co/1t88cBGdkc
Last year was an economically and politically turbulent one for most markets and Japan was no exception. In what was otherwise another bumper year for Japanese equity indices, the upward trajectory was marred by...
https://t.co/gP03TKidGP
SK Kaken - https://t.co/SymehRdKFJ
A boring company trading at :
> PE of 9
> EV / EBITDA =1
> P/B = 0.75
> operating margin > 10%.
A concrete case of potentially beneficial activism
Take a look at @AVIJapan's work:
👉 https://t.co/F4ylaOHAAM
Japan equities are back in the headlines, and these funds stand to benefit from the country's ongoing overhaul of corporate culture
https://t.co/bZI0tB9ba1
#corporateculture#japan#equities#funds
We have released the latest newsletter for April 2024.
Click below to explore the developments in our Aichi campaign, the latest on the JADE disclosure blues, and an update on TSI Holdings.
April 2024:
https://t.co/RxwwX8Uola
Sign up to our newsletter:
https://t.co/rdnvAVV1j6
Find out more about what Joe Bauernfreund, manager of @AVIGlobalTrust@AVIJapan does in his spare time and what he wants to personally achieve over the next year.
Read the latest update from @AVIJapan which looks at the growth of the economy over the last five years and its potential going forward. https://t.co/NdzPPPtnX5
📣 Update Alert: The Latest Overview of AJOT! 📷
Visit the fund page for more information
https://t.co/E86et5enIf
Have a great weekend!
#overview#funds#insights#Updates