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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q3 | Sep 30, 2023 | AVI Global Trust | - | 9.8% | 3639.T, AKER.OL, APO, BN, CDI.PA, DIE.BR, FMX, GODI.NS, GROW.L, IAC, KKR, OCI.L, PEY.L, PIN.L, SCHB.OL, SYIP.L | Alternative Assets, Capital markets, discount, global, NAV, value | The fund focuses on companies trading at discounts to estimated underlying net asset value. Performance has been driven by stock selection with high conviction holdings like Apollo, KKR, FEMSA and Schibsted performing better on average. | SCHB.OL |
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| 2024 Q2 | Jun 30, 2024 | Oakmark Fund- International Small Cap | -3.1% | - | 1444.T, 3739.T, ANDINAB.SN, ATEA.OL, BRAV.ST, DOM.ST, GN.CO, KCR.HE, OML.AX, SCHB.OL, SMDS.L, STJ.L, SUN.SW, TMV.DE | consumer, Europe, industrials, international, Nordic, small caps, technology, value | The fund consistently adds to stocks that underperformed despite unchanged intrinsic value and reduces exposure where the gap to intrinsic value narrowed. New purchases like Bravida and Embotelladora Andina were made at discounts to estimated intrinsic value, with Andina trading near 15-year low multiples despite improving business quality. | AKO.B.SN BRAV.ST |
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| 2024 Q1 | Mar 31, 2024 | AVI Global Trust | - | - | 9009.T, AKER.OL, BOL.PA, CHRY.L, DIE.BR, ENT.L, FMX, IAC, NWSA, OAKL.L, PEY.L, PIN.L, SCHB.OL, SONG.L | Auto, discount, Europe, Media, private equity, value | The fund focuses on companies trading at discounts to estimated underlying net asset value. News Corp trades at a 38% discount to estimated NAV, while D'Ieteren trades at a 33% discount despite strong earnings growth prospects. | DIE.BR NWSA |
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| 2024 Q2 | Jun 30, 2024 | AVI Global Trust | 0.0% | 0.0% | 7203.T, 9984.T, ENT.L, KOF, NWSA, PGHN.L, RKT.L, SCHB.OL | Consumer Goods, discount, Litigation, NAV, private equity, value | The fund focuses on companies trading at discounts to estimated net asset value. Reckitt Benckiser trades at a 39% discount to estimated NAV following litigation concerns. Schibsted was initially purchased at a 45% discount to NAV before being exited after re-rating. | SCHB.OL RKT.L |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | AVI Global Trust | Schibsted ASA | Communication Services | Interactive Media & Services | Bull | Oslo Stock Exchange | Corporate Restructuring, discount to NAV, Equity, media, network effects, Norway, Online Classifieds, Value | View Pitch |
| Apr 13, 2026 | Fund Letters | AVI Global Trust | Schibsted | Communication Services | Interactive Media & Services | Neutral | Oslo Stock Exchange | Adevinta, Asset Divestiture, Classified Marketplaces, Corporate Restructuring, Media Conglomerate, Nordic, Private Equity Buyout, Successful Exit, value unlocking | 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. | ||||||||