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Meet the manager: Joe Bauernfreund
Portfolio Manager of AVI Japan Opportunity Trust and AVI Global Trust.
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Kepler Trust Intelligence
17 January 2024
AJOT has delivered a strong year of performance…
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Related videos
Asset Value Investors: Deep dive - January 2024
In this Big Picture Interview, David Stevenson is joined by Joe Bauernfreund, CEO and CIO at AVI. David and Joe discuss value investing, and how the team define value.
AVI Japan Opportunity Trust - Elevator Pitch
Joe Bauernfreund, CIO and CEO of Asset Value Investors, provides an introduction to AVI Japan Opportunity Trust. AJOT invests in a focussed portfolio of over-capitalised small-cap Japanese equities. AVI look to leverage their three decades of experience investing in asset-backed companies to engage with company management and help to unlock value in this under-researched area of the market.
AVI Japan Opportunity Trust - Elevator Pitch
Joe Bauernfreund, CIO and CEO of Asset Value Investors, provides an introduction to AVI Japan Opportunity Trust. AJOT invests in a focussed portfolio of over-capitalised small-cap Japanese equities. AVI look to leverage their three decades of experience investing in asset-backed companies to engage with company management and help to unlock value in this under-researched area of the market.
AVI Japan Opportunity Trust Fund Manager - Joe Bauernfreund
Meet Joe Bauernfreund, AJOT's fund manager & CEO of Asset Value Investors. In this video, he discusses the fund's unique characteristics.
Related Industry News
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Increasing investor activism in Japan has upped the flight from small high-tech growth stocks, argues the trust, as it offers a 15% exit if performance doesn't improve by 2027.
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The activist fund, which celebrates its five-year anniversary this year, enjoys a 2023 recovery after a tough prior year as Tokyo’s corporate governance reforms take effect.
QuotedData’s morning briefing 15 March 2024 – DGI9, AJOT, PSDL, HLCL
In QuotedData’s morning briefing 15 March 2024: Digital 9 Infrastructure (DGI9) has announced that its much publicised sale of Verne Global to funds m...
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