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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Avi Japan Opportunity Trust Plc | AJOT | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 2.00 | 1.55% | 131.00 | 16:35:12 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 131.00 | 129.50 | 131.00 | 131.00 | 129.00 |
| Industry Sector |
|---|
| EQUITY INVESTMENT INSTRUMENTS |
| Top Posts |
|---|
Posted at 02/5/2024 10:11 by davebowler Kepler-How to take advantage of these opportunities? All the Japan fund managers we speak with, despite employing different investment strategies, have seen tangible improvements coming from the reforms and have subsequently capitalised on some of the rising opportunities. AVI Japan Opportunity (AJOT) was launched in 2018, in order to take advantage of the corporate governance reform programme and its potential to unlock value in deeply discounted Japanese companies. Joe Bauernfreund, lead portfolio manager, focuses on the small-cap sector of the market and takes an activist approach, a strategy that’s helped deliver strong performance since it launched, delivering NAV total returns of 41.4% versus the total return of 17.5% for its benchmark (to 25/04/2024) . Following a trip to Tokyo this year, Joe observed that management appears to be actively listening to the strengthening regulations and guidance from the TSE and METI (Ministry of Economy, Trade, and Industry) last year. Furthermore, he notes that investors’ focus on large-caps has come at the expense of small-caps, which have been overlooked, prompting new opportunities to come forth at more attractive valuations, including BEENOS, a global e-commerce platform the trust recently invested in. |
Posted at 17/4/2024 05:38 by davebowler hTTps://www.baillieg |
Posted at 29/1/2024 13:39 by davebowler By way of a reminder, corporate broker Singer Capital Markets will be hosting a Q1 investor update call with Joe Bauernfreund, Portfolio Manager of AVI Japan, at 10am this Thursday, 1st February. AVI Japan ended 2023 in strong fashion, gaining 10% in NAV terms in December alone, augmenting a strong year for the trust which has outperformed its benchmark in NAV terms by 8.9% (15.8% compared to 6.9% for the benchmark), continuing the trend of benchmark-beating returns that trust has achieved since inception in 2018 (40.5% in NAV terms for the trust compared to 16.2% for the benchmark). Joe will provide an update on why the last year of change in Japan has been particularly constructive to the strategy and, as the corporate governance story becomes more widely understood, what the opportunity set looks like going into 2024 for the team with the most experience in engaging with it. You can sign up to the webinar by responding to this email directly or clicking here to register your interest directly with Singers. |
Posted at 19/1/2024 16:42 by davebowler htTPs://doceo.tv/ins |
Posted at 06/9/2022 20:03 by vacendak Still, it would have been polite to at least ask ALL the investors, not just the institutions. I would have voted for continuity too, but as I have just said, it would have been nice to be asked. :( |
Posted at 26/4/2022 18:02 by vacendak Investment Manager Increases HoldingAJOT is so badly run that activist investor AVI is taking a position in it to influence the manager and release some value. :) |
Posted at 14/9/2021 17:01 by davebowler AVI JAPAN OPPORTUNITY TRUST PLCIt is announced that the un--audited Net Asset Value per Ordinary share (inclusive of accumulated income) of AVI Japan Opportunity Trust plc, an investment trust managed by Asset Value Investors Limited, at the close of business on 13 September 2021 was as follows: Net Asset Value: 123.88 pence |
Posted at 15/2/2021 17:43 by davebowler N+1 Singer are delighted to have acted as Sponsor, Financial Adviser and Broker to AVI Japan Opportunity Trust plc ("AJOT") on their Placing raising £13.9 million.AJOT is an investment trust established to provide investors with capital growth through investing a focussed portfolio of over-capitalised small-cap Japanese equities. The Company’s investment manager, Asset Value Investors, leverage its three decades of experience investing in asset-backed companies to engage with company management and help to unlock value in the under-researched area of the market. The net proceeds of the Placing will be used to fund further investments in accordance with the Company's investment objective and policy. Joe Bauernfreund, CEO and CIO of Asset Value Investors, commented: “We want to take advantage of valuations which in many cases remain depressed despite encouraging signs of recovering earnings and heightened levels of corporate activity. In addition to investing in a number of new opportunities, the proceeds will be used to increase the size of the shareholdings in several companies where the manager is planning on submitting shareholder proposals at the AGM later this year. The increased stakes will improve the likelihood of a successful outcome.” |
Posted at 01/7/2019 12:08 by zangdook I'm not impressed by this: |
Posted at 29/6/2019 22:39 by rjmahan My thoughts on this:Hope this will do very well in the years ahead - anyone know of anything else out there similar ? |
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