Research

Kepler Trust Intelligence

29 September 2023

AGT is trading at its widest 'double discount' since the great financial crisis…

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QuotedData

09 March 2023

Update research from QuotedData

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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

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