AVI Global Trust’s investment strategy identifies valuation anomalies to create a concentrated, unique, and diversified portfolio of stocks. The investment manager then engages with these companies to improve shareholder value. CIO and CEO of AVI Joe Bauernfreund, the investment manager, provides an introduction to the trust and the strategy highlighting Christian Dior as a recent holding demonstrating the qualities the team look for when filtering through the investment universe

Recorded July 2023

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