Joe Bauernfreund: The Richard Hunter Interview
AVI Global Trust’s manager talks Japan, Covid-19 and the attraction of family-controlled holding firms.
9th March 2021 09:20
Richard meets AVI Global Trust (LSE:AGT) portfolio manager Joe Bauernfreund to talk Japan, Covid-19 and the attraction of family-controlled holding companies with stakes in the likes of Ferrari (NYSE:RACE) and Juventus Football Club (MTA:JUVE).
Highlights:
1:07 – objectives and investment style of the trust
3:38 – the opportunities provided by family-controlled holding companies
5:59 – top holdings of AVI Global
7:49 – Japan’s return from the relative wilderness
8:46 – navigating performance through Covid-19
12:00 – finding value in the “undervalued” UK
- Listen to more interactive investor podcasts featuring our own investment experts, fund managers and industry commentators by visiting our podcast page.
- Visit ii.co.uk/stock-market-news for more investing insight and ideas.
These articles are provided for information purposes only. Occasionally, an opinion about whether to buy or sell a specific investment may be provided by third parties. The content is not intended to be a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser.
Full performance can be found on the company or index summary page on the interactive investor website. Simply click on the company's or index name highlighted in the article.
Editor's Picks