| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| 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. | ||||||||