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Who is the CEO of Avi Global Trust?

Published in Investment Trust Management 2 mins read

Joe Bauernfreund serves as the CEO and Chief Investment Officer of Asset Value Investors (AVI), the dedicated investment manager of AVI Global Trust (AGT).

Understanding the Management of AVI Global Trust

AVI Global Trust (AGT) is an investment trust that typically outsources its investment management to a specialist firm. In this structure, the "CEO" of the trust is commonly understood to be the CEO of the investment management company responsible for the trust's portfolio and strategy.

Key Personnel and Organisation

Role Name Organisation Association with AVI Global Trust (AGT)
CEO & Chief Investment Officer Joe Bauernfreund Asset Value Investors Asset Value Investors (AVI) is the specialist investment manager for AVI Global Trust, overseeing its investment strategy and portfolio.

The Role of Asset Value Investors

Asset Value Investors (AVI) has a long-standing history of managing capital for its clients. As the investment manager for AVI Global Trust, AVI is responsible for:

  • Portfolio Management: Making investment decisions to achieve the trust's objectives.
  • Strategic Direction: Guiding the overall investment strategy and asset allocation.
  • Operational Oversight: Ensuring the smooth functioning of the investment activities.

For more detailed information regarding AVI Global Trust and its management, you can visit the official section on the Asset Value Investors website.