AVI Global Trust (AGT) has had a strong run of performance since last November. Its manager, Asset Value Investors (AVI) has been realising substantial profits from a number of positions where discounts have narrowed significantly or have been eliminated altogether. As we describe on page 8 onwards, the proceeds are being recycled into a more focused, high conviction portfolio of good quality companies trading at meaningful discounts to AVI’s estimate of their true asset value. Recent nervousnes ....
05 Aug 2021
Focused high conviction portfolio
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Focused high conviction portfolio
AVI Global Trust PLC GBP (AGT:LON) | 235 3.5 0.6% | Mkt Cap: 1,056m
- Published:
05 Aug 2021 -
Author:
James Carthew | Matthew Read | Jayna Rana - Pages:
AVI Global Trust (AGT) has had a strong run of performance since last November. Its manager, Asset Value Investors (AVI) has been realising substantial profits from a number of positions where discounts have narrowed significantly or have been eliminated altogether. As we describe on page 8 onwards, the proceeds are being recycled into a more focused, high conviction portfolio of good quality companies trading at meaningful discounts to AVI’s estimate of their true asset value. Recent nervousnes ....