Company search
Meet the manager: Joe Bauernfreund
Portfolio Manager of AVI Japan Opportunity Trust and AVI Global Trust.
Overview
Performance
Portfolio
ESG
Dividends
Charges
Gearing
Research
Announcements
Management
Documents
Invest
Research
Kepler Trust Intelligence
03 April 2024
AGT's increasing focus on idiosyncratic opportunities may offer a good source of diversification.
Related articles
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.
Related Industry News
AJ Bell blunders deepen row over ‘fair value’ restrictions on trusts
Outcry over retail brokers restricting investors from buying out-of-favour investment companies intensifies after AJ Bell implements FCA consumer duty regulations.
Peel Hunt: Seven big trust bargains for when the storm abates
With investment trust discounts at their widest in years, Peel Hunt analysts have picked seven large, out-of-favour listed funds where a share price recovery could be in sight.
Asset Value Investors hails Chrysalis ‘inflection point’ with 8.4% stake
Update: Activist manager of AVI Global scoops up £41.5m position in Chrysalis Investments, bigger than we reported this morning, making it the recovering growth capital fund’s largest shareholder.
Asset Value Investors hails Chrysalis ’inflection point’ with 5.7% stake
Activist manager of AVI Global scoops up £27m position in Chrysalis Investments, making it the recovering growth capital fund's largest shareholder.
Investment company news brought to you by Citywire Financial Publishers Limited
and QuotedData by Marten & Co.
Data provided by Morningstar.
Company documents provided by FE fundinfo.
