AVI
AVI Global Trust (Asset Value Investors)
Global Value
May 2026 → May 2026
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of AVI for every strategy.
Also held
Its investment theses
- Samsung C&TMay 2026Samsung C&T is viewed as a discounted holding company leveraged to Samsung Electronics’ AI-driven memory upcycle, with room for re-rating and potential value-unlocking on capital allocation.
- VivendiMay 2026Vivendi is seen as a discounted holding company with upside from UMG undervaluation and a possible favorable legal outcome that could force a fair-value offer.