AVI Japan Opportunity Trust interview with Doceo

AVI Japan Opportunity Trust PLC

14 February 2024

 

 

AVI Japan Opportunity Trust (AJOT) has launched new video content with Doceo.

AJOT invests in a focussed portfolio of over-capitalised small-cap Japanese equities. Asset Value Investors will leverage its three decades of experience investing in asset-backed companies to engage with company management and help to unlock value in this under-researched area of the market.

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 AJOT, visit:https://doceo.tv/funds/avi-japan-opportunity/. For further information on Doceo please visit www.doceo.tv or contact the team on [e-mail]

 

END