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RNS Number : 3032U AVI Global Trust PLC 06 August 2025
AVI Global Trust - Update from QuotedData
6(th) August 2025
No shortage of targets
AVI Global Trust (AGT) offers a distinct investment proposition from its
peers, focusing on opportunities to extract value from undervalued companies
where structural reform could unlock value. The weighted average discount
(https://quoteddata.com/glossary/discount-rate/) on the underlying portfolio
is close to historically wide levels, reflecting a number of attractive
opportunities that the manager has identified.
Activism (https://quoteddata.com/glossary/activist-activism/) in holdings such
as Chrysalis, Gerresheimer, and Third Point Investors, and the ability to
capitalise on "special situations" such as Vivendi (which may be on the cusp
of unlocking significant shareholder value without AVI's intervention),
suggest that AGT's strong run of performance can continue.
AGT has also initiated positions in Korean companies following recent
regulatory reforms that aim to tackle entrenched corporate inefficiencies -
echoing AVI's earlier successes in Japan (entrenched inefficiencies refer to
long-standing issues such as cross-shareholdings, excess cash, or poor
governance that inhibit value realisation).
Full Research:
https://quoteddata.com/research/avi-global-trust-no-shortage-of-targets-qd/
(https://quoteddata.com/research/avi-global-trust-no-shortage-of-targets-qd/)
This research is also available free on our website www.quoteddata.com
(http://www.quoteddata.com) where you will also find news, performance data
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