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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 | AVI Japan Opportunity Trust | - | - | 1926 JP, 3106 JP, 4347 JP | activism, capital efficiency, Corporate Governance, Engagement, Japan | The letter highlights value creation through constructive engagement with undercapitalized Japanese small-cap companies. Management emphasizes corporate governance reform, capital efficiency, and shareholder alignment as key drivers of rerating. The outlook benefits from ongoing Tokyo Stock Exchange reforms and rising activism acceptance. | 1926 JP 3106 JP 4347 JP |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 3, 2025 | Fund Letters | Joe Bauernfreund | Raito Kogyo Co., Ltd. | Industrials | Construction & Engineering | Bull | NYSE | — | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||