banks, discount, Holding Companies, Japan, Media, NAV, value
AVI focuses on companies trading at discounts to estimated underlying net asset value. The fund targets holding companies and complex structures where market pricing creates opportunities for value extraction through discount narrowing and NAV growth.
Europe, long-term, small caps, software, technology, value
Portfolio includes exposure to e-commerce through Mercadolibre, the leading marketplace in South America, and About You. Mercadolibre was sold due to valuation concerns despite excellent operational development and competitive tailwinds from fraud scandals affecting competitors.
This report provides a detailed summary of investor holdings for a
specified stock ticker, highlighting key metrics such as fund
name, total assets under management (AUM), invested value,
portfolio weight, and shares owned. It also tracks changes in
share ownership during the last quarter, including the percentage
of shares bought or sold and the percentage of outstanding shares
owned. The data is generated using an API that processes investor
holdings and calculates these values for each fund. This report
helps investors and analysts monitor the stock positions of major
funds, identify investment trends, and assess the influence of
large investors on individual stocks.
