@AVIJapan

Finding compelling #investment opportunities in #Japan. We invest in a focused portfolio of overcapitalised small-cap Japanese #equities. Product of @TrustAVI

ajot.co.uk/
Joined November 2019
  • Tweets654
  • Following42
  • Followers2.5K
69Media
We've just uploaded a new video to our YouTube Channel. Check it out!🤳 youtube.com/watch?v=GdbP7ON4…
1
3
11
Active engagement strategy bearing fruit The trust’s manager, Asset Value Investors (AVI), continues to take a high-conviction approach to small- and mid-cap Japanese companies, focusing on unlocking value through active engagement. quoteddata.com/2025/04/furth…

Further outperformance from AVI Japan Opportunity as corporate reform momentum grows

AVI Japan Opportunity Trust (AJOT) has published its annual results for the year ended 31 December 2024, marking another strong year of performance for the £243m market cap trust, which continues to...

quoteddata.com
1
812
AVI Japan Opportunity (AJOT) trust posted net asset value (NAV) total returns of 20.9% in sterling terms in the year ended 31 December 2024, significantly outperforming its MSCI Japan Small-Cap index, which returned 6.2%. loom.ly/o7pjp2w

AVI Japan Opps boasts 15% NAV jump as it seeks Fidelity trust merger

NAV rises 15%

investmentweek.co.uk
1
2
775
Japanese small-cap investment trusts are enjoying mixed fortunes as activist AVI Japan Opportunity (AJOT) unlocks value while struggling Baillie Gifford Shin Nippon (BGS) rejigs its strategy and brings in manager reinforcements. loom.ly/SJqPeRc

Rising sun shines unequally on AVI Japan and Baillie Gifford Shin Nippon

The pair have had distinctly different years despite both investing in Japanese smaller companies.

citywire.com
1
3
1,410
AVI JAPAN OPPORTUNITY TRUST PLC - Annual Results youtu.be/iwhatDbhfI0?si=FfH2…
3
1
9
4,407
AJOT - AVI Japan Opportunity Trust retweeted
Annabel Brodie-Smith
@annabelbrodies13 Mar 2025
.@QuotedData's James Carthew rated @AVIJapan a buy in @TeleQuestor @TeleBusiness. "Questor feels that the trust is increasingly pushing on an open door when it comes to tackling low valuations in Japan." @AICPRESS tinyurl.com/3bpwh576
5
4
661
loom.ly/rEOMCwo

Three stagnant decades have left this market underserved – that’s an opportunity

A couple of weeks ago, Questor recommended JPMorgan Japanese as a way of backing a subset of high growth companies in Japan. However, there is an alternative approach to investing in the Japanese...

finance.yahoo.com
362
Last year was an economically and politically turbulent one for most markets and Japan was no exception. In what was otherwise another bumper year for Japanese equity indices, the upward trajectory was marred by... trustnet.com/news/13435801/a…

A once-in-a-generation investment opportunity in Japan | Trustnet

News archive including articles on Fund Managers, Fund Selection, Asset Allocation, Absolute Return, Offshore Investments, Tax Shelters, Insurance bonds. A once-in-a-generation investment opportunity...

trustnet.com
520
AJOT - AVI Japan Opportunity Trust retweeted
Michael Fritzell (Asian Century Stocks)
@MikeFritzell26 Jan 2025
AVI Japan Opportunity trust largest portfolio changes: out of T Hasegawa
2
3
15
4,225
AJOT - AVI Japan Opportunity Trust retweeted
AIC
@AICPRESS30 Oct 2024
What are the prospects for Japanese smaller companies? Find out what Joe Bauernfreund said at the Investment Company Showcase: showcase.theaic.co.uk @AVIJapan @TrustAVI #investmenttrusts #investmentcompanies #investing #aicshowcase
1
2
759
📢 Brave Moves for AVI Japan Opportunity Trust! 📢 #Investment #JapanMarket #AJOT #AssetManagement #FinanceNews #ShareholderValue #CorporateGovernance #InvestmentStrategy citywire.com/investment-trus…

Brave AVI Japan moves exit offer to once a year

AVI Japan Opportunities will let investors redeem all their shares at a narrow discount each year, rather than every two.

citywire.com
536
AJOT - AVI Japan Opportunity Trust retweeted
AIC
@AICPRESS11 Oct 2024
Next up in the Venture Suite we’re hearing from Joe Bauernfreund of @AVIJapan. Joe is examining the prospects for Japanese smaller companies after central banks raised interest rates for the first time in 17 years. #aicshowcase #showcase #investmenttrusts #investmentcompanies #investing @TrustAVI
1
4
543
AJOT - AVI Japan Opportunity Trust retweeted
Vanessa Booth
@vanessabooth11 Oct 2024
Really interesting listening to Joe Bauernfreund of @AVIJapan set out the opportunities of investing in Japan right now with @annabelbrodies @AICPRESS #aicshowcase
3
8
580
AJOT - AVI Japan Opportunity Trust retweeted
Franck des daubasses@Franck2958971516 Sep 2024
SK Kaken - 4628.TO A boring company trading at : > PE of 9 > EV / EBITDA =1 > P/B = 0.75 > operating margin > 10%. A concrete case of potentially beneficial activism Take a look at @AVIJapan's work: 👉 assetvalueinvestors.com/cont…
1
11
920
Is there still a buying opportunity in Japanese stocks? trustnet.com/news/13423928/d… #buying #opportunity #stocks #opportunity #stocks

Does the land of the rising yen still offer long-term value? | Trustnet

News archive including articles on Fund Managers, Fund Selection, Asset Allocation, Absolute Return, Offshore Investments, Tax Shelters, Insurance bonds. Does the land of the rising yen still offer...

trustnet.com
1
447
Japan equities are back in the headlines, and these funds stand to benefit from the country's ongoing overhaul of corporate culture loom.ly/KjJf2pQ #corporateculture #japan #equities #funds
2
373
AJOT - AVI Japan Opportunity Trust retweeted
QuotedData@QuotedData7 Aug 2024
Replying to @AVIJapan
@AVIJapan's manager says it is getting easier to encourage improvements within its portfolio - take a look at our latest note. t.ly/Urw-3 #QuotedData #AVIJapanOpportunity #AJOT #research #Investment

AVI Japan Opportunity - Pushing on an opening door

Pushing on an opening door The scale of the outperformance delivered by AVI Japan Opportunity Trust (AJOT) versus its MSCI Japan Small Cap benchmark is impressive (38 percentage points since launch)...

quoteddata.com
1
2
347
We have released the latest newsletter for April 2024. Click below to explore the developments in our Aichi campaign, the latest on the JADE disclosure blues, and an update on TSI Holdings. April 2024: assetvalueinvestors.com/cont… Sign up to our newsletter: assetvalueinvestors.com/ajot…
734
AJOT - AVI Japan Opportunity Trust retweeted
Annabel Brodie-Smith
@annabelbrodies10 Apr 2024
Find out more about what Joe Bauernfreund, manager of @AVIGlobalTrust @AVIJapan does in his spare time and what he wants to personally achieve over the next year.
AIC
@AICPRESS10 Apr 2024
Where did AVI's Joe Bauernfreund spend his last holiday? Find out if you got it right here: theaic.co.uk/aic/news/commen… @AVIGlobalTrust @AVIJapan @TrustAVI @QuillPR #investmenttrusts #meetthemanager #investing #investmentcompanies
23%Val Thorens
8%Barcelona
23%Sydney
46%Cornwall
13 votes • Final results
2
4
1,353
AJOT - AVI Japan Opportunity Trust retweeted
QuotedData@QuotedData2 Feb 2024
Read the latest update from @AVIJapan which looks at the growth of the economy over the last five years and its potential going forward. shorturl.at/kwGOZ
1
2
928
📣 Update Alert: The Latest Overview of AJOT! 📷 Visit the fund page for more information assetvalueinvestors.com/ajot… Have a great weekend! #overview #funds #insights #Updates
1
1
880
Load more