HF Best Ideas
AnalysesQuarterly Letters✦Warren AI
AnalysesQuarterly Letters✦Warren AI
AVI

AVI Japanese Special Situations Fund

Japan Opportunistic

Jun 2025 → Jul 2026

Our archive holds 5 letters from this strategy, behind 1 investment thesis and positions in 1 company. Every quote below is copied verbatim from the letter it came from.

5 letters in 2 years — follow all of AVI for every strategy.

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.

Every letter

2026

  • July 2026
  • March 2026

2025

  • October 2025
  • June 2025
  • June 2025

Other AVI strategies

  • AVI Global Trust10
  • AVI Global Special Situations Fund7
  • AVI Japan Opportunity Trust5
  • AVI Japan Opportunity Trust (Asset Value Investors)2
  • AVI Global Trust (Asset Value Investors)1
  • AVI MIGO Opportunities Trust1
  • AVI Worldwide Opportunities Fund1
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