Annual Overview from QuotedData

AVI Global Trust PLC

06 December 2024

 

 

AVI Global Trust - Annual overview from QuotedData

6^th December 2024

Building on solid foundations

AVI Global (AGT) continues to demonstrate the value of a clear strategy and a high-conviction approach, generating annualised Net Asset Value (NAV) returns of almost 15% over the last two years, despite market factors heavily favouring momentum trading (strategies where investors buy rising securities and then sell them when they appear to have peaked) and a small group of very large US technology companies.

At the same time, broader market volatility has driven some discounts to extreme levels, creating a range of excellent opportunities for the managers, who continue to focus the portfolio around idiosyncratic catalysts (specific events likely to impact stock prices) and away from generic market risk.

Despite AGT's strong performance in recent years, the combined share price discount to NAV and the discount on the underlying portfolio now sits at 34%. This level is approaching one of the highest in its history, providing investors with an excellent entry point.

AGT's fund manager, Asset Value Investors, was recognised as the Best Boutique at QuotedData's 2024 Investors' Choice Awards.

Full Research:

https://quoteddata.com/research/avi-global-trust-building-on-solid-foundations-qd/

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