AVI Global Trust (AGT – previously British Empire Trust) seeks to generate capital growth for investors through investment in a reasonably concentrated portfolio of listed companies whose shares trade at a discount to the managers’ estimate of fair value. AGT’s investment strategy under current lead manager Joe Bauernfreund, who took over in 2015, has moved to increase portfolio concentration and place a greater emphasis on identifying a catalyst for value realisation. AGT looks to exploit marke ....
20 Nov 2020
AVI Global - Overview
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AVI Global - Overview
AVI Global Trust PLC GBP (AGT:LON) | 230 4.6 0.9% | Mkt Cap: 1,031m
- Published:
20 Nov 2020 -
Author:
Callum Stokeld -
Pages:
9
AVI Global Trust (AGT – previously British Empire Trust) seeks to generate capital growth for investors through investment in a reasonably concentrated portfolio of listed companies whose shares trade at a discount to the managers’ estimate of fair value. AGT’s investment strategy under current lead manager Joe Bauernfreund, who took over in 2015, has moved to increase portfolio concentration and place a greater emphasis on identifying a catalyst for value realisation. AGT looks to exploit marke ....