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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.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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| 2025 Q1 | May 1, 2025 | AVI Japan Opportunity Trust | - | 9.9% | 2778.T, 3106.T, 3443.T, 3529.T, 3989.T, 4347.T, 4527.T, 4549.T, 4708.T, 6727.T | activism, capital efficiency, Engagement, Japan, Small-cap, value | AVI employs a constructive engagement strategy with unique focus on operational improvements in addition to traditional activist themes of capital efficiency, shareholder communication, and corporate governance. The team holds more than 5% voting rights in 12 portfolio names accounting for 75% of NAV, with building large stakes beneficial for signaling long-term value creation intentions to management teams. | 4527.T 3529.T 3106.T |
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| 2026 Q1 | Apr 29, 2026 | AVI Japan Opportunity Trust | 0.6% | 0.6% | 3106.T, 4347.T, 4512.T | Buybacks, Corporate Governance, Engagement, Japan, small caps, value | 3106.T 4512.T 4347.T |
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| 2025 Q3 | Oct 14, 2025 | AVI Japan Opportunity Trust | - | - | 3106.T, 3529.T, 6727.T | activism, Buybacks, Japan, small caps, value | Multiple portfolio companies completed or announced significant share buyback programs. Kurabo completed a Y6bn buyback program representing 7.3% of total shares. The fund's engagement strategy includes advocating for buybacks as part of capital efficiency improvements. | 6727 JP |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| May 1, 2026 | Fund Letters | AVI Japan Opportunity Trust | Kurabo Industries | Conglomerates | Textiles, Apparel & Luxury Goods | Bull | New York Stock Exchange | activist, Chemicals, Diversified Manufacturing, Industrials, Japan, Real Estate, restructuring, Share Buyback, Textiles | View Pitch |
| Apr 13, 2026 | Fund Letters | AVI Japan Opportunity Trust | Kurabo Industries | Materials | Textiles, Apparel & Luxury Goods | Bull | Tokyo Stock Exchange | Advanced technology, Asset Rationalization, capital efficiency, Chemicals, Diversified Manufacturer, Engagement Strategy, Japan, operational improvements, shareholder returns, Textiles | View Pitch |
| Apr 13, 2026 | Fund Letters | AVI Japan Opportunity Trust | Kurabo Industries | Materials | Textiles, Apparel & Luxury Goods | Bull | Tokyo Stock Exchange | Activist engagement, Advanced technology, Chemicals, Diversified Manufacturing, Japan, Operational Turnaround, Share Buybacks, stock-based compensation, Textiles | 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. | ||||||||