Edison Releases Insightful Report on AVI Global Trust

On February 26, 2026, Edison Investment Research Limited issued a report focused on the performance of AVI Global Trust (AGT). Managed by Joe Bauernfreund of Asset Value Investors since 2015, the trust has seen its NAV compound at an annual rate of 11.6%. This growth is attributed to investments in undervalued companies with high-quality assets, where a clear catalyst exists to reduce or eliminate the discount to intrinsic values.

AGT's strategy emphasizes both discount narrowing and NAV growth, setting it apart from its nine peers in the AIC Global sector. Bauernfreund's confidence in AGT's portfolio is bolstered by solid operational performances from its investments and significant discounts. As global investors shift focus from the US, AGT is well-positioned to capitalize on emerging opportunities.