AVI Global Trust PLC
|Oakley Capital Investments Ord||7.91 %|
|Jardine Strategic Holdings Ltd||6.37 %|
|Sony Corp||5.76 %|
|Pershing Square Holdings Ord||5.59 %|
|SC Fondul Proprietatea SA ADR||5.10 %|
|EXOR NV||4.98 %|
|Third Point Offshore USD Ord||4.74 %|
|SoftBank Group Corp||4.35 %|
|Swire Pacific Ltd Class B||4.01 %|
|Tetragon Financial Ord||3.88 %|
|Europe - ex Euro||15.09 %|
|Asia - Developed||14.88 %|
|Europe - Emerging||7.04 %|
|Financial Services||28.08 %|
|Communication Services||11.14 %|
|Basic materials||5.60 %|
Jason joined AVI in April 2020. He works closely with the analyst team and leads on the engagement efforts in Japan. He brings more than 30 years’ experience in the financial services industry, working for and engaging with global companies, government bodies, regulators and international investors including Sumitomo Mitsui Trust Bank, First Trust Advisors and Aberdeen Standard Investments. Jason has degrees from The London School of Economics & Political Science (University of London) and Sophia University in Tokyo.
Analyst, joined the Investment Manager in January 2018. He researches global holding companies and asset-backed special situations. Wilfrid has a BSc in Social Policy from the London School of Economics.
Analyst, joined the Investment Manager in September 2016. He researches closed-end funds. Before joining the Investment Manager, Darren spent three years working in Dublin as an investment analyst at GillenMarkets. He graduated with a First Class Honours degree in Accounting & Finance from Dublin City University
Analyst, joined the Investment Manager in February 2015. He researches global holding companies and asset-backed special situations. His focus has been on Japanese companies, conducting analysis for the Japanese basket portfolio and liaising with Japanese advisors/press with regard to company engagement. He accompanies Joe on visits to Japan.
Tom works closely with the analyst team providing support and guidance on prospective and current investments across the portfolio. He has led private engagement with portfolio companies to improve corporate governance and to propose ways in which to maximise shareholder value. He accompanies Joe on visits to Japan.
Analyst, joined the Investment Manager in October 2005. He researches real estatebacked opportunities and Asian holding companies. Before joining the Investment Manager, Scott spent two years as an investment analyst with Fundamental Data undertaking quantitative analysis. He has a degree in Actuarial Science from the University of Kent, Canterbury.
Data provided by Morningstar.
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