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Joe Bauernfreund
Chief executive of Asset Value Investors and manager of AVI Global Trust and AVI Japan Opportunity Trust, specializing in activist investing and unlocking value in undervalued companies.
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Oct 13, 2025
• 38min
How to Find—and Force—Value From Tokyo to Seoul
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Joe Bauernfreund, CEO of Asset Value Investors, shares insights on activist investing and unlocking hidden value. He discusses Japan's corporate governance shift, highlighting how companies are now more shareholder-focused. Joe also delves into Mitsubishi Logistics and News Corp, exploring potential catalysts for value realization. He emphasizes opportunities in South Korea, where regulatory reforms are paving the way for better governance. Engaging trust boards and revitalizing the UK investment sector are other key topics, showcasing AVI's unique approach to overlooked assets.
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