AVI Global Trust (AGT) has been performing well recently. Where it can, the manager seeks to engage with investee companies behind the scenes, working with them to unlock value for the benefit of all shareholders. Lately, AGT has also been involved in some more high-profile situations, which we discuss in this note.
While the NAV seems to be moving in the right direction, the double discount – AGT’s own discount plus the gap between the share prices of investee companies and their underlying in ....
