PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Joe Bauernfreund
Asset Value Investors
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Joe Bauernfreund is Chief Executive Officer and Chief Investment Officer of Asset Value Investors. 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 2002, Joe worked six years for a real estate investment organisation in London. He has a Masters in Finance from the London Business School.
Total return for Joe Bauernfreund
Manager career performance
Discrete calendar year performance : Joe Bauernfreund

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Joe Bauernfreund 10.9 10.4 17.5 5.9 -2.0 42.1 -11.4 3.0 8.6 45.4
Peer Group Composite 21.8 5.3 9.7 0.4 -14.2 31.6 -5.6 5.0 15.3 31.1
Over / Under -10.9 5.1 7.8 5.5 12.2 10.5 -5.8 -2.0 -6.7 14.3
Performance vs peer group composite: Joe Bauernfreund
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
AVI Global Trust Plc Lead manager IT Global since Oct 01 2015 to present
AVI Japan Opportunity Trust Plc Lead manager IT Japanese Smaller Companies since Oct 23 2018 to present
AVI Global Special Situations Lead manager FO Equity - International since Apr 17 2024 to present
AVI Japanese Special Situations Lead manager FO Equity - Japan since Apr 22 2024 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Investing through the AI boom: Balancing innovation and discipline By Julian Bishop  28-Apr-2026
Fund Some of the best funds to hold alongside a global tracker By Emmy Hawker  23-Apr-2026
Sector Selectors gravitate towards five space-exposed funds and trusts By Emmy Hawker  20-Apr-2026
Sector Five adventurous fund picks to add to your ISA before the April deadline By Jonathan Jones  24-Mar-2026
Sector Where best to invest your bonus and avoid the 60% tax trap By Annabel Brodie-Smith   16-Mar-2026
Sector F&C board proposes share split; will raise dividends for 55th consecutive year By Jonathan Jones  16-Mar-2026
Sector Scottish Mortgage seeks approval to invest while above 30% private company limit By Matteo Anelli  16-Mar-2026
Sector Trusts that don’t evolve won’t last long, says Bankers manager By Jonathan Jones  13-Mar-2026
Sector Junior ISA fund and trust picks to pay off a student loan By Emmy Hawker  09-Mar-2026
Sector Nine funds and trusts to hold alongside Fidelity Global Dividend By Emmy Hawker  06-Mar-2026
Sector Scottish Mortgage worries about its AI exposure – it might be too low By Matteo Anelli  05-Mar-2026
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2026. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc