AVI Global Trust - Update from QuotedData
6th August 2025
No shortage of targets
AVI Global Trust (AGT) offers a distinct investment proposition from its peers, focusing on opportunities to extract value from undervalued companies where structural reform could unlock value. The weighted average discount on the underlying portfolio is close to historically wide levels, reflecting a number of attractive opportunities that the manager has identified.
Activism in holdings such as Chrysalis, Gerresheimer, and Third Point Investors, and the ability to capitalise on "special situations" such as Vivendi (which may be on the cusp of unlocking significant shareholder value without AVI's intervention), suggest that AGT's strong run of performance can continue.
AGT has also initiated positions in Korean companies following recent regulatory reforms that aim to tackle entrenched corporate inefficiencies - echoing AVI's earlier successes in Japan (entrenched inefficiencies refer to long-standing issues such as cross-shareholdings, excess cash, or poor governance that inhibit value realisation).
Full Research:
https://quoteddata.com/research/avi-global-trust-no-shortage-of-targets-qd/
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