AVI Japanese Special Situations Fund

Japan Opportunistic

Jun 2025 → Aug 2026

Our archive holds 6 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.

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 6.9% of AJSS’s NAV at month-end.
AddedMitsubishi LogisticsJul 2026
Mitsubishi was added to the portfolio in January 2025 and accounted for 8.5% of NAV at month-end.
AddedSanyo ShokaiJul 2026
Added to the portfolio in August 2025, the company accounted for 3.9% of AJSS’s NAV at month-end.

Also held

Kurabo Industries
Mitsui OSK Lines
Eiken Chemical
Mitsubishi Logistics
Maruzen Showa Unyu
Atsugi
Ines Corp
Broadmedia
Ship Healthcare Holdings
Sharingtechnology
Toho

Its investment theses

Saxa Holdings, Inc.Oct 2025Saxa Holdings, Inc. is a cash-generative phones and security systems provider with substantial non-core assets and planned real estate disposals, offering upside via improved capital allocation through AVI's engagement.

What it bought and sold

Also held

Its investment theses

Every letter

2026

2025