AVI Global Trust Monthly Update - January 2026

Описание: New for 2026, we are launching monthly video updates from the team behind AVI Global Trust! Kicking off our first instalment is AGT portfolio manager, Joe Bauernfreund, talking through December's performance, top contributors and detractors, and current opportunity set.

👉December 2025 newsletter: (https://www.assetvalueinvestors.com/c...)
👉 AGT Website: (https://www.assetvalueinvestors.com/agt/)
👉 AVI Website: (https://www.assetvalueinvestors.com/)

//About us:
Asset Value Investors (“AVI”) was established in 1985 to manage the assets of AGT (one of the oldest listed investment companies in the UK). The distinctive approach of investing in family-controlled holding companies, closed-end funds, and asset-backed opportunities is still a unique combination over three decades later.

AVI Global Trust p.l.c is referred to as ‘AGT’ throughout the channel. AGT's investment managers, Asset Value Investors are referred to as ‘AVI’

//IMPORTANT INFORMATION
AVI is authorised and regulated by the Financial Conduct Authority of the United Kingdom (the "FCA") and is a registered investment adviser with the Securities and Exchange Commission of the United States. While AVI is registered with the SEC as an investment adviser, it does not comply with the Advisers Act with regard to its non-U.S. clients. This video does not constitute an offer to buy or sell shares in AGT (the "Trust"). The contents of this video are not intended to constitute, and should not be construed as, investment advice. Potential Investors in the trust should seek their own independent financial advice. AVI neither provides investment advice to nor receives and transmits orders from, investors in the Fund.