AVI’s Newsletter Podcast

AVI’s Newsletter Podcast

With AVI’s new podcast, you can access the latest facsheet reports and manager comments while you’re on the move.

Episodes

December 19, 2025 4 mins

Welcome to the November 2025 AJOT podcast, where we'll be looking at Sharingtechnology, Atsugi, and Synchro Food. 

 

View AJOT's November 2025 factsheet here

 

Visit the fund page here

 

//About us: Asset Value Investors (“AVI”) have been investing in Japan for four decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors.

AVI Japan Opportunity Trust p...

Mark as Played

Welcome to the November 2025 AJOT podcast, where we'll be looking at Sharingtechnology, Atsugi, and Synchro Food. 

 

View AJOT's November 2025 factsheet here

 

Visit the fund page here

 

//About us: Asset Value Investors (“AVI”) have been investing in Japan for four decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors.

AVI Japan Opportunity Trust p...

Mark as Played

Welcome to the November 2025 AGT podcast, where we'll be looking at Vivendi and Youngone Group.

 

View the November 2025 Factsheet here

 

 //About us: AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors.

AVI Global Trust p.l.c is referred to as ‘AGT’ throughout the channel. AGT's investment managers, Asset Value Investors are referred to as ‘AVI’.

...

Mark as Played
December 19, 2025 2 mins

Welcome to the November 2025 AGT podcast, where we'll be looking at Vivendi and Youngone Group.

 

View the November 2025 Factsheet here

 

 //About us: AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors.

AVI Global Trust p.l.c is referred to as ‘AGT’ throughout the channel. AGT's investment managers, Asset Value Investors are referred to as ‘AVI’.

...

Mark as Played
December 19, 2025 2 mins

Welcome to the November 2025 AGT podcast, where we'll be looking at Vivendi and Youngone Group.

 

View the November 2025 Factsheet here

 

 //About us: AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors.

AVI Global Trust p.l.c is referred to as ‘AGT’ throughout the channel. AGT's investment managers, Asset Value Investors are referred to as ‘AVI’.

...

Mark as Played

Welcome to the October 2025 AJOT podcast, where we'll be looking at Synchro Food, Saxa, and Mitsubishi Logistics. 

 

View AJOT's October 2025 factsheet here

 

Visit the fund page here

 

//About us: Asset Value Investors (“AVI”) have been investing in Japan for four decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors.

AVI Japan Opportunity Trust p....

Mark as Played
November 28, 2025 2 mins

Welcome to the October 2025 AJOT podcast, where we'll be looking at Synchro Food, Saxa, and Mitsubishi Logistics. 

 

View AJOT's October 2025 factsheet here

 

Visit the fund page here

 

//About us: Asset Value Investors (“AVI”) have been investing in Japan for four decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors.

AVI Japan Opportunity Trust p....

Mark as Played
November 28, 2025 3 mins

Welcome to the October 2025 AJOT podcast, where we'll be looking at Synchro Food, Saxa, and Mitsubishi Logistics. 

 

View AJOT's October 2025 factsheet here

 

Visit the fund page here

 

//About us: Asset Value Investors (“AVI”) have been investing in Japan for four decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors.

AVI Japan Opportunity Trust p....

Mark as Played
November 27, 2025 4 mins

Welcome to the October 2025 AGT podcast, where we'll be looking at Korea and News Corp. 

 

View the October 2025 Factsheet here

 

 //About us: AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors.

AVI Global Trust p.l.c is referred to as ‘AGT’ throughout the channel. AGT's investment managers, Asset Value Investors are referred to as ‘AVI’.

//IMPOR...

Mark as Played
November 27, 2025 3 mins

Welcome to the October 2025 AGT podcast, where we'll be looking at Korea and News Corp. 

 

View the October 2025 Factsheet here

 

 //About us: AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors.

AVI Global Trust p.l.c is referred to as ‘AGT’ throughout the channel. AGT's investment managers, Asset Value Investors are referred to as ‘AVI’.

//IMPOR...

Mark as Played

AJOT’s NAV decreased by -0.5% (in GBP) and -0.2% (in JPY) over the month, while the benchmark returned +2.0% (in GBP) and +2.2% (in JPY).

 

View AJOT's September 2025 factsheet here

 

Visit the fund page here

 

//About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors.

AVI ...

Mark as Played
October 27, 2025 2 mins

AJOT’s NAV decreased by -0.5% (in GBP) and -0.2% (in JPY) over the month, while the benchmark returned +2.0% (in GBP) and +2.2% (in JPY).

 

View AJOT's September 2025 factsheet here

 

Visit the fund page here

 

//About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors.

AVI ...

Mark as Played
October 27, 2025 2 mins

AJOT’s NAV decreased by -0.5% (in GBP) and -0.2% (in JPY) over the month, while the benchmark returned +2.0% (in GBP) and +2.2% (in JPY).

 

View AJOT's September 2025 factsheet here

 

Visit the fund page here

 

//About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors.

AVI ...

Mark as Played

In September, MIGO’s NAV was up 0.9%.

 

View the September 2025 factsheet here

 

//About us: Asset Value Investors (“AVI”) focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors.

MIGO Opportunity Trust p.l.c is referred to as ‘MIGO’ throughout the channel. MIGO's investment managers, Asset Value Investors are referred to as ‘AVI’.

//IMPORTANT INFORMATION AVI is ...

Mark as Played

AVI Global Trust’s (AGT) NAV was flat in September. As we look ahead, we remain cautiously optimistic. Valuations – as indicated by the portfolio weighted average discount of 38% – remain highly compelling.

View the September 2025 Factsheet here

 

 

 //About us: AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors.

AVI Global Trust p.l.c is re...

Mark as Played
October 27, 2025 4 mins

AVI Global Trust’s (AGT) NAV was flat in September. As we look ahead, we remain cautiously optimistic. Valuations – as indicated by the portfolio weighted average discount of 38% – remain highly compelling.

View the September 2025 Factsheet here

 

 //About us: AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors.

AVI Global Trust p.l.c is referred t...

Mark as Played

AJOT’s NAV increased by +2.4% (in GBP) and +2.0% (in JPY) over the month, while the benchmark returned +5.2% (in GBP) and +4.7% (in JPY).

 

View AJOT's August 2025 factsheet here

 

Visit the fund page here

 

//About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors.

AVI Jap...

Mark as Played

AJOT’s NAV increased by +2.4% (in GBP) and +2.0% (in JPY) over the month, while the benchmark returned +5.2% (in GBP) and +4.7% (in JPY).

 

View AJOT's August 2025 factsheet here

 

Visit the fund page here

 

//About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors.

AVI Jap...

Mark as Played

AVI Global Trust’s (AGT) NAV increased by +0.3% in August.

 

View the August 2025 Factsheet here

 

 //About us: AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors.

AVI Global Trust p.l.c is referred to as ‘AGT’ throughout the channel. AGT's investment managers, Asset Value Investors are referred to as ‘AVI’.

//IMPORTANT INFORMATION AVI is authori...

Mark as Played

AVI Global Trust’s (AGT) NAV increased by +0.3% in August.

 

View the August 2025 Factsheet here

 

 //About us: AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors.

AVI Global Trust p.l.c is referred to as ‘AGT’ throughout the channel. AGT's investment managers, Asset Value Investors are referred to as ‘AVI’.

//IMPORTANT INFORMATION AVI is authori...

Mark as Played

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