What smart money is saying about Foster Electric

Position history

Every position in Foster Electric on record in the archive was reported in Q3 2026, across 2 fund letters — 1 opened or added to the position.

Fund activity · 2 positions · 1 move

• AddedAVI Japan Opportunity Trust

  September 2026

  “Foster Electric (6794) — Strategic expectations Foster Electric (Foster) was the second-largest contributor over the month, adding +76bps to performance as its shares returned +11.5%. Foster is a global manufacturer of acoustic components, with a particular focus on speakers and related products used in automotive and consumer applications. In August, Foster reported first-quarter revenue growth of 9.2% year-on-year to JPY35.1bn, while operating profit declined by 66.9% to JPY0.6bn, reflecting the negative impact of Trump’s tariffs and material cost increases. The company nevertheless maintained its full-year operating profit guidance of JPY8.0bn and increased its annual dividend forecast to JPY115 per share. In July, the company announced that it would formulate a new medium-term management plan jointly with Axium Capital, the Singapore-based engagement fund that holds approximately 25% of Foster’s voting rights. The new plan, expected to be published in November, is intended to address the company’s long-standing challenges around profitability and capital efficiency. PORTFOLIO (continued) AVI JAPAN OPPORTUNITY TRUST A blue and black logo AI-generated content may be incorrect. Sector Breakdown3 MANAGER’S COMMENT33% 21% 19% 15% 7% 3% 1% Industrials Information Technology Communication Services Consumer Discretionary Health Care Materials Real Estate47% 15% 16% 13% 9% 0% < £250mn £250mn - £500mn £500mn - £750mn £750mn - £1bn £1bn - £2.5bn > £2.5bn Market Cap Breakdown3 Figures may not total to 100 due to rounding. 3Shown as % of listed Portfolio. Unlisted holdings which represent of NAV as at have been excluded from analysis. Source: Capital IQFigures may not total to 100 due to rounding.30/09/20262.1% The share price strengthened during September despite limited new company-specific disclosure. Added to the portfolio in December 2025, Foster accounted for 7.2% of AJOT’s NAV at month-end. The investment has generated an ROI of +18% and an IRR of +34% in JPY.”

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  Foster Electric
• HoldsAVI Japanese Special Situations

  September 2026

  “Foster Electric (6794) — Strategic expectations Foster Electric (Foster) was the second-largest contributor over the month, adding +43bps to performance as its shares returned +11.3%. Foster is a global manufacturer of acoustic components, with a particular focus on speakers and related products used in automotive and consumer applications. In August, Foster reported first-quarter revenue growth of 9.2% year-on-year to JPY35.1bn, while operating profit declined by 66.9% to JPY0.6bn, reflecting the negative impact of Trump’s tariffs and material cost increases. The company nevertheless maintained its full-year operating profit guidance of JPY8.0bn and increased its annual dividend forecast to JPY115 per share. In July, the company announced that it would formulate a new medium-term management plan jointly with Axium Capital, the Singapore-based engagement fund that holds approximately 25% of Foster’s voting rights. The new plan, expected to be published in November, is intended to address the company’s long-standing challenges around profitability and capital efficiency. The share price strengthened during September despite limited new company-specific disclosure. Added to the portfolio in October 2025, Foster accounted for 4.2% of AJSS’s NAV at month-end.”

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  Foster Electric

Also mentioned · 1

These funds discuss Foster Electric — as a competitor, benchmark or comparable — without disclosing a position in it.

• MentionedAVI Japanese Special Situations

  July 2026

  Named in a table in AVI Japanese Special Situations’s letter.

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  Foster Electric