Joe Bauernfreund
Chief Executive Officer at AVI GLOBAL TRUST PLC
Net worth: 2 M $ as of 2024-03-30
Profile
Mr. Joseph Bauernfreund is a Chief Executive Officer & Chief Investment Officer at Asset Value Investors Ltd.
He is the sole manager of AVI Global Trust and AVI Japan Opportunity Trust and responsible for all investment decisions across AVI’s strategies.
Before joining AVI in February 2004, Mr. Bauernfreund worked six years for a real estate investment organization in London.
He has a Masters in Finance from the London Business School.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
AVI GLOBAL TRUST PLC GBP
0.18% | 2024-04-08 | 823,907 ( 0.18% ) | 2 M $ | 2024-03-30 |
Joe Bauernfreund active positions
| Companies | Position | Start |
|---|---|---|
| AVI GLOBAL TRUST PLC | Chief Executive Officer | - |
| AVI JAPAN OPPORTUNITY TRUST PLC | Corporate Officer/Principal | - |
Asset Value Investors Ltd.
 Asset Value Investors Ltd. Investment ManagersFinance Asset Value Investors Ltd. (AVI) is an independent, Great Britain-based investment management firm which was founded in 1985 to manage the assets of British Empire Securities & General Trust Plc. Headquartered in London, AVI provides discretionary investment management services for segregated accounts and various pooled investment vehicles, both foreign and domestic. | Chief Executive Officer | 2004-02-02 |
Training of Joe Bauernfreund
| London Business School | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
AVI Global Trust Plc
 AVI Global Trust Plc Investment Trusts/Mutual FundsMiscellaneous AVI Global Trust Plc operates as a closed-end investment trust. Its objective is to achieve capital growth through a focused portfolio of mainly listed investments, particularly in companies whose shares stand at a discount to estimated underlying net asset value. The company was founded on February 6, 1889 and is headquartered in Exeter, the United Kingdom. | Miscellaneous |
Asset Value Investors Ltd.
Asset Value Investors Ltd. Investment ManagersFinance Asset Value Investors Ltd. (AVI) is an independent, Great Britain-based investment management firm which was founded in 1985 to manage the assets of British Empire Securities & General Trust Plc. Headquartered in London, AVI provides discretionary investment management services for segregated accounts and various pooled investment vehicles, both foreign and domestic. | Finance |
AVI Japan Opportunity Trust Plc
 AVI Japan Opportunity Trust Plc Investment Trusts/Mutual FundsMiscellaneous AVI Japan Opportunity Trust Plc engages in investing in a diversified portfolio of equities listed or quoted in Japan. Its investment objective is to provide investors with capital growth through the active management of a focused portfolio of equity investments listed or quoted in Japan. The company was founded on July 27, 2018 and is headquartered in Exeter, the United Kingdom. | Miscellaneous |
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