AVI Japan Opportunity Trust

AVI Japan Opportunity Trust is a British investment trust that invests in a focused portfolio of over-capitalized small-cap Japanese equities and is headquartered in the United Kingdom.

Here are key aspects of the company:

• Industries: The fund targets non-financial companies within the Japanese market, specifically filtering for those with net cash and securities greater than 30% of their market cap.
• Operations: Asset Value Investors ("AVI") employs a bottom-up fundamental research process using quantitative and qualitative techniques to identify valuation anomalies where market price does not reflect intrinsic value.
• Sustainability: The management team actively engages with portfolio companies on material ESG risks, including climate-related issues, utilizing a bespoke monitoring system and tailored questionnaires to promote responsible business practices.

The trust utilizes a concentrated portfolio strategy of approximately 15-25 core holdings to facilitate clear monitoring while seeking to mitigate downside risks through rigorous risk management techniques.