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Asset Value Investors (“AVI”) has been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings, that are overlooked by investors due to non-fundamental factors. By utilising 30 years of capital markets experience, having analysed and met with 100s of Japanese companies across a wide variety of industries, AVI works with management teams, making suggestions on how to grow long-term corporate value and address share price undervaluation. AVI focuses on four main areas of improvement: capital efficiency, ESG, investor communication and operational strategy. While AVI seeks to work privately and collaboratively with management teams, if progress is not made, AVI will share its ideas with other shareholders in a public forum.
AVI believes its strategy and investment style differentiates from other managers due to:
- 30 years’ experience of long-term global outperformance due to distinctive investment strategy
- Focus on high-quality businesses overlooked and mispriced by other investors
- Active engagement with management to sustainably grow corporate value and unlock shareholder value
AVI Japan Opportunity Trust p.l.c is referred to as ‘AJOT’ throughout the website. AJOT’s
investment managers, Asset Value Investors are referred to as ‘AVI’
AJOT currently conducts its affairs so that its shares can be recommended by Independent Financial
Advisers (“IFAs”) in the UK to ordinary retail investors in accordance with the Financial Conduct
Authority (“FCA”) rules in relation to non-mainstream investment products and intends to continue
to do so. The shares are excluded from the FCA’s restrictions which apply to non-mainstream
investment products because they are shares in an authorised investment trust. © AVI Japan
Opportunity Trust plc. 2018 Registered in England No: 11487703. An investment company under
Section 833 of the Companies Act 2006. Registered Office: Beaufort House, 51 New North Road,
Exeter, EX4 4EP. Managed by Asset Value Investors Ltd. which is authorised and regulated by the
Financial Conduct Authority. Past performance should not be seen as an indication of future
performance. The price of investments and the income may fall as well as rise and investors may not
get back the full amount invested. AJOT may use gearing techniques (leverage) which will exaggerate
market movements both down and up which could mean sudden and large falls in market value. Please
refer to the Key Features Document for further details of the risks affecting your investment.
Performance figures are cumulative and based on Price total return and do not include Plan charges.
For more information, please call 03458 500181. Tax treatment depends on the individual
circumstances and may be subject to change in the future. Asset Value Investors Ltd do not
offer Innovative Finance ISAs.