AVI Japan Opportunity - Annual Overview from QuotedData

25^th March 2025

Reforms at a tipping point

As we show in this note, AVI Japan Opportunity (AJOT) has delivered impressive returns to its shareholders in recent years. The work that the manager Asset Value Investors (AVI) has done to encourage the companies that AJOT invests in to improve operations, capital structures, shareholder communications, and corporate governance has borne fruit.

However, even as it exits a number of successful investments, AVI stresses that AJOT has no shortage of opportunities to pursue and has an attractive pipeline of new investments.

AVI suggests that the pace of corporate governance reform in Japan has reached a tipping point. Management teams are more open to AJOT's constructivist approach (a cooperative engagement style focused on long-term improvements rather than adversarial activism), and the pool of potential wins has expanded. In an uncertain world, an investment strategy such as this, that does not rely on favourable macroeconomics, holds considerable appeal.

Full Research:

https://quoteddata.com/research/avi-japan-opportunity-reforms-at-a-tipping-point-qd/

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NB: Marten & Co was paid to produce this note AVI Japan Opportunity Trust Plc, and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the Financial Conduct Authority. Marten & Co is not permitted to provide investment advice to individual investors categorised as Retail Clients under the rules of the Financial Conduct Authority.

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