| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 | AVI Japan Opportunity Trust | - | - | 1926.T, 3106.T, 4347.T | activism, Engagement, Japan, small caps, value | AVI successfully passed a shareholder proposal at Eiken Chemical's AGM to allow dividend determination by shareholder resolution. The 2025 AGM season saw a record high 52 companies receive activist proposals. AVI made several large ownership declarations in June, with combined stakes over 5% in 11 portfolio names accounting for 76% of NAV. | 1926.T 3106.T 4347.T 1926 JP 3106 JP 4347 JP |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | AVI Japan Opportunity Trust | Raito Kogyo | Industrials | Construction & Engineering | Bull | Tokyo Stock Exchange | Activist engagement, capital efficiency, Corporate Governance, Ground Improvement, Japan, market leader, Slope Construction, Specialist Construction, value unlock | 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. | ||||||||