AVI
AVI Japan Opportunity Trust
Japan Opportunistic
Oct 2025 → Aug 2026
Our archive holds 6 letters from this strategy. Every quote below is copied verbatim from the letter it came from.
6 letters in 2 years — follow all of AVI for every strategy.
What it bought and sold
- AddedSharingtechnologyAug 2026
Added to the portfolio in July 2024, the company accounted for 11.4% of AJOT’s NAV at month-end.
Also held
- Mitsubishi Logistics
- Kurabo Industries