Asset Value Investors

New Hire Announcement! We are thrilled to welcome Nicola Takada Wood as our new Head of Japan. Nicola will play a key role in AVI’s six-member Japan investment team, led by Joe Bauernfreund, Chief Investment Officer. She will collaborate closely with Joe and Kaz Sakai, Head of Japan Research, to further AVI’s commitment to active engagement with small and mid-cap Japanese companies. Joe Bauernfreund, Chief Investment Officer at AVI, commented on the appointment, saying, "This is an exciting time for AVI as the level of active engagement in Japan has continued to grow. Japan is changing and we see a highly attractive landscape, with cheap valuations and the continued march of corporate reform. I look forward to working with Nicola, a seasoned investment professional. Her deep experience in Japanese equities and commitment to engaging with companies to unlock value align perfectly with AVI's investment philosophy." Welcome to the team! #newhire #announcment #Japan #opportunities

Don't miss this article by Simon Edelsten in the Financial Times, 'Are investment trusts still relevant?' Simon has been on gardening leave for most of the last 12 months, which has given him space to look at investment trusts as a private investor, "completing a 360-degree tour of the industry." Over the last year he has invested privately in @Hansa Investment Company guided by William Salomon OBE. He also mentions the good performance of F&C Investment Trust, AVI Global Trust and BRUNNER INVESTMENT TRUST PLC(THE). He concludes, "It is a challenging time for trusts, but over the past century and a half they have seen many of those. Yes, they have to beat off competition from unit trusts, ETFs and, increasingly, active ETFs. But the structure is proven. Recent performance demonstrates it is still relevant. Good managers should continue to attract investors. I think some of those discounts look more like opportunities than warning signs." Juliet Webber Vanessa Booth Nick Britton, CFA, MCSI Nick Gardner Richard Stone Gay Collins Cathy Pitt Alexander Denny Stephanie Carbonneil Oliver Lago Campbell Hood Louis Wilson Manish Chavda Kimmberly Lau Joe Bauernfreund Paul Niven Julian Bishop Christian Schneider Simon Gergel Carolan Dobson Graham Kitchen Anja Balfour Calum Thomson June Jessop Quintin Price Edward Knapp Julie Tankard Tom Harris Tom Poynton Jemma Jackson abrdn Investment Trusts Peter Higgins Winterflood Investment Trusts Ed Marten

AVI are pleased to have won the QuotedData Investors Choice for Best Boutique. Thank you James - what a lovely event and amazed that one investor managed to pick all 10 winners!

"While the current opportunity set in investment trusts is among the most compelling we can recall, with prospective returns abnormally high, we have a vested interest in the long-term success of the sector whichever hat we are wearing." Tom Treanor, Asset Value Investors #boards #regulation #platforms #investmenttrusts

𝗙𝗶𝗻𝗱 𝗼𝘂𝘁 𝗵𝗼𝘄 𝘁𝗼 𝗮𝗰𝗰𝗲𝘀𝘀 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝘃𝗶𝗮 𝗹𝗶𝘀𝘁𝗲𝗱 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝘀 𝗝𝗼𝗶𝗻 𝗨𝘀 𝗳𝗼𝗿 𝗢𝘂𝗿 𝗨𝗽𝗰𝗼𝗺𝗶𝗻𝗴 𝗪𝗲𝗯𝗶𝗻𝗮𝗿 𝗼𝗻 𝟮𝟳𝘁𝗵 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝗮𝘁 𝟭𝟭:𝟬𝟬 𝗔𝗠 𝗕𝗦𝗧! We’re excited to invite professional investors to our exclusive webinar, where we’ll discuss and explore the opportunities to access private companies via listed structures. 📅 𝗗𝗮𝘁𝗲: 𝗪𝗲𝗱 𝟮𝟳𝘁𝗵 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟰 🕚 𝗧𝗶𝗺𝗲: 𝟭𝟭:𝟬𝟬 𝗔𝗠 𝗕𝗦𝗧 This session will feature Tom Treanor, Head of Research and Wilfrid Craigie, Senior Investment Analyst at AVI Don’t miss this opportunity to gain valuable insights and engage with industry experts. 🔗 Email us now at info@assetvalueinvestors.com to register your interest.  We look forward to seeing you there! 🔺 Please note that this event is only for professional investors.  #Invest #Global #Equity #webinar #events

MIGO Opportunities Trust plc celebrated its 20-year listing anniversary by closing the market at the London Stock Exchange yesterday. Led by Nick Greenwood, who established the trust and now manages it alongside Charlotte Cuthbertson at Asset Value Investors, MIGO focuses on uncovering value in overlooked or under-researched companies with the ability to invest in a diverse range of assets held within a closed end fund structure. Find out more - https://lseg.group/3YTnKuj #MarketClose #InvestmentTrusts

Our Meet the Manager event this week was fantastic! A big thank you to everyone who attended and my sympathies to those caught in the heavy rain. Hopefully, the good company and open bar made up for it. Most importantly, we hope you found the presentations on AVI Global Trust, AVI Japan Opportunity Trust and MIGO Opportunities Trust insightful. Thank you Helen Mattia for putting this event together! For more information, please visit our website: https://lnkd.in/eFDRa73s Stay in the know about future events by signing up for our newsletter. Wishing you all a great weekend!

We are delighted to have been nominated for Best Boutique at the Investors' Choice Awards 2024. Now, we invite you to cast your vote for us by following the link below. https://lnkd.in/edyntQGv

Join Joe Bauernfreund, CEO, CIO, at Asset Value Investors as he delivers a session titled 'The New Barbarians at the Gate' at the Fund Selector Focus: Channel Islands next Thursday 10th October 2024. In this session Joe will discuss, discuss how complex structures can be unravelled and the importance of controlling shareholders. Register to join Joe and more fund managers involved in the research and fund selection process here: https://incm.pub/3BusbT8 #channelislands #fundmanagement #investment #portfoliomanagement #investmentweek

We’re thrilled to welcome a new instutional investor from the Baltics, as a client within YardHouse Global Partners. YardHouse Global Partners is Institutional Investors gateway to Emerging Markets, Frontier Markets and Sustainable Investment Solution (Credit, Private Equity and Infrastructure). We will in October be visiting, Oslo, Copenhagen, Stockholm and Helsinki with Asset Value Investors (AVI) and discuss their successful Japanese Small-Cap Equity strategy / Activism - please reach out if you could be interested in such exposure or as a current investor, need an update - please use the following email: Clientsupport@yardhouse.capital #yardhouseglobalpartners #emergingmarkets #frontiermarkets #sustainablesolutions #credit #privateequity #secondaries #infrastructure