AVI
AVI Global Special Situations Fund
Global Mid-cap Opportunistic
Dec 2024 → Apr 2026
Our archive holds 7 letters from this strategy, behind 5 investment theses and positions in 5 companies. Every quote below is copied verbatim from the letter it came from.
7 letters in 3 years — follow all of AVI for every strategy.
Its investment theses
- Hyosung CorporationApr 2026Hyosung Corporation is a Korean holding company with attractive underlying assets, a very wide discount to NAV, and potential upside from governance improvement and discount narrowing.
- Samsung C&TDec 2025Samsung C&T is the Samsung Group holding company with an undervalued listed NAV and a wide discount expected to narrow due to Korean governance reforms and a forthcoming capital allocation policy.
- Vivendi SEDec 2025Vivendi SE is a European holding company trading at a very wide discount with upside supported by improving UMG fundamentals and strong NAV growth prospects.
- Youngone CorporationDec 2025Youngone Corporation is a leading OEM producer of premium technical outerwear with durable cost advantages and sticky customer relationships, trading at a low valuation with potential governance-driven re-rating.
- ChrysalisDec 2024Starling Bank is a digital-first UK challenger bank with significant cost advantages and strong profitability prospects, while Klarna is a leading global payments provider expected to IPO in 2024, potentially realizing substantial value for the Chrysalis portfolio.