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Finding value where AI-obsessed markets aren't looking
Join AGT's Joe Bauernfreund and Ross McGarry live on 14 October.
The opportunity markets are missing
Markets right now can't stop talking about a handful of AI giants. AVI Global Trust (AGT) looks in the opposite direction: at durable, well-run businesses that are undervalued.
On Wednesday 14 October 2026, 11:00am BST, join AGT's Joe Bauernfreund and Ross McGarry, hosted by Gavin Lumsden of QuotedData, to see how that approach works in practice. Rather than waiting for the market to notice, AGT engages directly with boards and management to help close the gap between price and worth.
The panel will walk through two live examples from the current portfolio: Exor, the Italian family holding company behind Ferrari and Stellantis, and Amore Pacific, one of Asia's largest cosmetics groups benefiting from South Korea's governance reform push. Stay for 15 minutes of live Q&A with Joe and Ross.
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