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AVI Japan Opportunity Trust's investment thesis on Rohto Pharmaceutical ($4527.T) — Q1 2025 | Buyside Digest

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$4527.TNASDAQRohto Pharmaceutical

BULL

AVI Japan Opportunity Trust—4527.T

Fund Letter

Q1 2025

Published May 31, 2025

View Fund Profile

$2362.50USD

-19.1% vs last month

$1984.00Pitched

+19.1% since pitch

Market Cap$533.8B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Rohto is a leading skincare and eye-drop manufacturer trading at a steep discount to peers due to inefficient R&D spending and weak investor communications. While it missed...

— Joe Bauernfreund

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