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
Welcome to the February 2026 AJOT podcast, where we'll be looking at performance over the month, including commentary on Eiken Chemical, Raito Kogyo, and Synchro Food.
View AJOT's February 2026 newsletter 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 n...
Welcome to the February 2026 AJOT podcast, where we'll be looking at performance over the month, including commentary on Eiken Chemical, Raito Kogyo, and Synchro Food.
View AJOT's February 2026 newsletter 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 n...
Welcome to the February 2026 AGT podcast, where we'll be looking at performance over the month and an update on the current market, including commentary on Toyota Industries.
View the February 2026 newsletter 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'...
Welcome to the February 2026 AGT podcast, where we'll be looking at performance over the month and an update on the current market, including commentary on Toyota Industries.
View the February 2026 newsletter 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'...
Welcome to the January 2026 AJOT podcast, where we'll be looking at performance over the month, including commentary on Mitsubishi Logistics, Asiro and Synchro Food.
View AJOT's January 2026 newsletter 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-...
Welcome to the January 2026 AJOT podcast, where we'll be looking at performance over the month, including commentary on Mitsubishi Logistics, Asiro and Synchro Food.
View AJOT's January 2026 newsletter 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-...
Welcome to the January 2026 AGT podcast, where we'll be looking at performance over the month, including commentary on D'Ieteren and Toyota Industries.
View the January 2026 newsletter 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 ma...
Welcome to the January 2026 AGT podcast, where we'll be looking at performance over the month, including commentary on D'Ieteren and Toyota Industries.
View the January 2026 newsletter 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 ma...
Welcome to the December 2025 AJOT podcast, where we'll be looking at Synchro Food, Broadmedia, and Aoyama.
View AJOT's December 2025 newsletter 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.l.c i...
Welcome to the December 2025 AJOT podcast, where we'll be looking at Synchro Food, Broadmedia, and Aoyama.
View AJOT's December 2025 newsletter 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.l.c i...
Welcome to the December 2025 AGT podcast, where we'll be looking at Chrysalis Investments and Samsung C&T.
View the December 2025 newsletter 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 referr...
Welcome to the December 2025 AGT podcast, where we'll be looking at Chrysalis Investments and Samsung C&T.
View the December 2025 newsletter 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 referr...
Welcome to the December 2025 quarterly MIGO podcast, where we'll be looking at Georgia Capital, Gresham House Energy Storage, Baker Steel Resources Trust, GCP Asset-Backed Income and Harbourvest Global Private Equity, along with providing an update on our transition to a higher conviction portfolio.
View the December 2025 factsheet here
//About us: Asset Value Investors (“AVI”) focuses on undervalued companies with resilient a...
Welcome to the December 2025 quarterly MIGO podcast, where we'll be looking at Georgia Capital, Gresham House Energy Storage, Baker Steel Resources Trust, GCP Asset-Backed Income and Harbourvest Global Private Equity, along with providing an update on our transition to a higher conviction portfolio.
View the December 2025 factsheet here
//About us: Asset Value Investors (“AVI”) focuses on undervalued companies with resilient a...
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...
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...
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’.
...
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’.
...
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’.
...
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....
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