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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 Q4 | Jan 14, 2026 | AVI Japan Opportunity Trust | 0.0% | 14.7% | 3963.T, 4347.T, 8929.T | Engagement, Governance, Japan, small cap, value | AVI focuses on over-capitalised small-cap Japanese equities using asset-backed investment approach. The fund leverages three decades of experience investing in asset-backed companies to unlock value in under-researched areas of the market. The fund invests exclusively in Japanese small-cap equities. The Financial Service Agency is conducting a review of the Corporate Governance Code with desire to see improved capital efficiency through companies reinvesting excess cash and increasing shareholder returns. | 8929 JP 4347 JP 3963 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 | Broadmedia | Entertainment | Education Services | Bull | New York Stock Exchange | activist, educational technology, IT services, Japan, online education, SaaS Distribution, small-cap, turnaround | View Pitch |
| Apr 13, 2026 | Fund Letters | AVI Japan Opportunity Trust | Broadmedia | Communication Services | Education Services | Bull | Tokyo Stock Exchange | Activist engagement, E-learning, educational technology, growth, IT services, Japan, online education, Secondary Schools | 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. | ||||||||