AVI Global Trust

26/03/2025

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https://open.spotify.com/episode/5sz89ZT7DjiXJuopN2aQqF

AVI’s Newsletter Podcast · Episode

24/03/2025

Why are holding companies so misunderstood?

Advertisement Feature Blazing a trail with an idiosyncratic approach By Asset Value Investors Twitter Facebook Linkedin WhatsApp >print Twitter Facebook Linkedin WhatsApp >print Wilfrid CraigieSenior Investment AnalystAsset Value Investors Since 1985, AVI have followed the same distinctive bottom-up...

18/12/2024

Investors and markets in general have been largely captured by the so-called Magnificent Seven tech stocks and galloping growth strategies in recent years.

But as economic and geopolitical volatility increase, is it time for the rather less than swashbuckling style of value investing to come more to the fore...

As economic and geopolitical volatility increase, is it time for the rather less than swashbuckling style of value investing to come more to the fore? David Craik speaks to a range of experts to find out where they are looking for the best value opportunities.

31/10/2024

At 135 years old, AVI Global is still able to find undervalued winners

https://www.telegraph.co.uk/money/investing/the-trust-beaten-global-markets-without-magnificent-seven/?ICID=continue_without_subscribing_reg_first

At 135 years old, AVI Global is still able to find undervalued winners

28/10/2024

Joe Bauernfreund at AVI Global Trust are more comfortable letting the performance numbers speak for themselves. He's delivered a 69 per cent return for investors over the past five years...

https://www.thisismoney.co.uk/money/comment/article-13977793/JEFF-PRESTRIDGE-Great-fund-managers-learn-fast-homework.html

Over the years, I've interviewed hundreds of fund managers - but it is the investment process that sits behind them which really counts.

10/09/2024

View the latest newsletter via the link below.

Intro
AVI Global Trust (AGT)’s NAV declined -2.1% in August. Entain (+39bps), Reckitt (+23ps) and Dai Nippon Printing
(+18bps) were the most significant contributors. We endured weakness in Japan. In total our Japanese small-cap holdings detracted -113bps and we focus on this below. FEMSA suffered the newsletter curse and shaved off -42bps,
whilst Symphony cost us -29bps.

https://www.assetvalueinvestors.com/content/uploads/2024/09/AGT-AUGUST-2024.pdf

10/09/2024

Discounts across global markets present opportunities for the UK-based bargain hunter, which recently cashed in on Starwood's Balanced Commercial Property bid.

https://citywire.com/investment-trust-insider/news/james-carthew-avi-global-can-extend-its-excellent-track-record/a2449562

Discounts across global markets present opportunities for the UK-based bargain hunter, which recently cashed in on Starwood's Balanced Commercial Property bid.

20/03/2024

As we approach the 25th anniversary of ISAs on 6 April, the Association of Investment Companies (AIC) has revealed the 25 best-performing investment trusts since ISAs were launched...

Top performing investment trust ISAs over the last 25 years 18 trusts returned over £100,000 from a one-off £7,000 investment. 13 March 2024 As we approach the 25th anniversary of ISAs on 6 April, the Association of Investment Companies (AIC) has revealed the 25 best performing investment trusts s...

04/03/2024

https://www.trustnet.com/news/13406543/should-you-buy-hold-or-fold-bill-ackmans-pershing-square-investment-trust

News archive including articles on Fund Managers, Fund Selection, Asset Allocation, Absolute Return, Offshore Investments, Tax Shelters, Insurance bonds. Should you buy, hold or fold Bill Ackman’s Pershing Square investment trust? | Trustnet

22/11/2023

Speaking at the Citywire Investment Trust Awards ceremony in London on 1 November, Bauernfreund, who collected the award for Best Global Equities trust said with some parts of the sector on very wide discounts with poor performance, the time is ripe for...

CEO of activist investor Asset Value Investors Joe Bauernfreund said poorly performing trusts on high discounts mean activists need to work hard to deliver returns.

20/11/2023

AVI Global Trust is seeing a “fertile hunting ground” in the UK investment trust sector, as it pushes to take an activist approach to narrow its wide discounts...

AVI Global Trust is seeing “fertile hunting ground” in the UK investment trust sector, as it pushes to take an activist approach to narrow its wide discounts.