AVI Global Trust (AGT)’s NAV gained +2.4% in August. Contributors included the Japan Special Situations basket, Third Point Investors and Pershing Square Holdings. Detractors included Christian Dior, Nintendo and Aker.
AVI Global Trust p.l.c is referred to as ‘AVI Global’ throughout the website. AVI Global’s investment managers, Asset Value Investors are referred to as ‘AVI’