AVI
AVI Japan Opportunity Trust (Asset Value Investors)
Japan Value
May 2026 → Jul 2026
Our archive holds 2 letters from this strategy, behind 1 investment thesis and positions in 4 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of AVI for every strategy.
What it bought and sold
- AddedMitsubishi LogisticsJul 2026
Mitsubishi was added to the portfolio in January 2025 and accounted for 9.5% of NAV at month-end.
Added to the portfolio in July 2023, Eiken now represents 5.9% of NAV.