AVI
AVI Global Trust
Global
Jun 2025 → Apr 2026
Our archive holds 10 letters from this strategy, behind 4 investment theses and positions in 4 companies. Every quote below is copied verbatim from the letter it came from.
10 letters in 2 years — follow all of AVI for every strategy.
Its investment theses
- VivendiSep 2025Vivendi is a promising investment due to its undervalued stake in Universal Music Group, potential buyout catalysts, and favorable long-term growth prospects despite current uncertainties in margins and cash flow.
- D'IeterenSep 2025D'Ieteren is experiencing short-term pressure due to Belron's missed EBIT expectations, but the company is poised for long-term growth with a strong market position and potential IPO, making it an attractive investment.
- Jardine MathesonAug 2025With sweeping leadership changes, asset realisations, and a strategic pivot to capital-light models across its portfolio companies, Jardine Matheson is transforming into a modern holding company—unlocking compelling NAV growth potential.
- LVMHJun 2025LVMH is currently experiencing a cyclical normalization after unprecedented growth, facing challenges from changing customer dynamics, a slowing Chinese economy, and design fatigue, yet remains undervalued with strong long-term prospects.