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Winners of the AIC Shareholder Communication Awards 2024
The awards recognise exceptional shareholder communication by AIC member investment trusts and their managers.
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Kepler Trust Intelligence
03 April 2024
AGT's increasing focus on idiosyncratic opportunities may offer a good source of diversification.
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Meet the manager: Joe Bauernfreund
Portfolio Manager of AVI Japan Opportunity Trust and AVI Global Trust.
Top performing investment trust ISAs over the last 25 years
18 trusts returned over £100,000 from a one-off £7,000 investment.
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 Global Trust - Elevator Pitch
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.
AVI Global Trust - Elevator Pitch
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
What is AVI Global Trust
What is AGT? .... If you're not familiar with us, here's a video that'll help.
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