AVI Japan Opportunity Trust : AJOT

Overview

AVI Japan Opportunity Trust is an investment trust established to provide shareholders with capital growth through investing in undervalued cash-rich and over-capitalised smaller  (smaller cap) Japanese equities (companies). AVI will leverage its three decades of experience investing in asset-backed companies to engage with management and help to unlock value in this under-researched area of the market, encouraging them to follow the spirit of The Corporate Governance Code.

Investment objective

The investment objective of AVI Japan Opportunity Trust is to provide shareholders with capital growth in excess of the MSCI Japan Small Cap Index, through the active management of a focused portfolio of equity investments listed or quoted in Japan which have been identified by the investment manager as undervalued and having a significant proportion of their market capitalisation held in cash, listed securities and/or realisable assets.

We have written notes that explain how the trust works:

• Pushing on an opening door, published on 6 August 2024
• The sun has risen, published on 20 February 2024
• Good governance, better returns, published on 19 July 2023
• Maintaining its firepower, published on 21 October 2022
• The tortoise triumphs, published on 15 February 2022,
• Progress on a number of fronts, published on 20 July 2021,

Their website is found here.

AVI Japan Opportunity Trust : AJOT

You can view our interviews with the company’s Fund Managers below:

28th October 2022: Joe Bauernfreund – Weekly Show

 

Fundamentals

Price