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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
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"AVI Japan Opportunity Trust outperformed in March despite market weakness, driven by successful engagement at Broadmedia and Wakamoto's return to profitability. The fund maintains high conviction in over-capitalised Japanese small-caps, leveraging significant voting stakes to drive capital efficiency improvements."
AVI Japan Opportunity Trust outperformed in March despite market weakness, driven by successful engagement at Broadmedia and Wakamoto's return to profitability. The fund maintains high conviction in over-capitalised Japanese small-caps, leveraging significant voting stakes to drive capital efficiency improvements. Favourable domestic conditions and pending governance reforms support the value unlocking thesis.
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