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.
Performance
as of May 31, 2026 · net of fees · GBP · NAV p/s
- YTD+3.7%index +15.5%
- 1Y+11.8%index +30.1%
Index: MSCI ACWI
| YTD | 1Y | |
|---|---|---|
| AVI Global Trust (Asset Value Investors) | +3.7% | +11.8% |
| MSCI ACWI | +15.5% | +30.1% |
Calendar years
- 2025+12.4%index +16.8%
- 2024+13.7%index +19.9%
- 2023+15.3%index +10.5%
- 2022−7.3%index −4.2%
Disclaimer
These figures are copied from the manager’s latest letter, as of May 31, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →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.