| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 14, 2025 | AVI Japan Opportunity Trust | - | - | 3106.T, 3529.T, 6727.T | activism, Buybacks, Japan, small caps, value | AVI continues its constructive activism in undervalued Japanese small caps, advocating for capital efficiency and operational reform. Campaigns at Wacom and Atsugi reflect its hands-on approach, while Kurabos buyback completion underscores shareholder-friendly progress. Structural reforms and rising foreign engagement support Japans equity re-rating. | 6727 JP |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||