AVI Global Trust interview with Doceo

AVI Global Trust PLC

14 February 2024

 

 

AVI Global Trust (AGT) has launched new video content with Doceo.

AGT provides expertly managed exposure to the opportunities presented in various parts of the world. The 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.

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. Bauernfreund explains that, while obtaining £1 of assets for 70p presents an interesting opportunity, at AVI the team focus on finding companies where they expect that £1 of assets to grow over time. Narrowing of discounts is just one factor driving returns within the portfolio. The pair also discuss:

- Activism 

- Opportunities in Japan

- The merits of investment companies as part of a portfolio

For the update with AGT, visit: https://doceo.tv/funds/avi-global-trust/. For further information on Doceo please visit www.doceo.tv or contact the team on [e-mail]

 

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