MIGO Oct 2024 - Ecofin US Renewables & Detractors (2/2)

AVI’s Newsletter Podcast

MIGO’s NAV fell by 0.6% in October As anticipated, October was a turbulent month, marked by a series of high-stakes political events. From the Georgian election to the UK budget and the decisive US presidential election, the global political landscape underwent significant change. Throughout this period, the trust adopted a cautious approach, making minimal adjustments to the portfolio. We believe this approach was prudent, given the difficulty of predicting such binary outcomes and we came out relatively unscathed.

View the October 2024 factsheet here

//About us:
Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors.

MIGO Opportunity Trust p.l.c is referred to as ‘MIGO’ throughout the channel. MIGO's investment managers, Asset Value Investors are referred to as ‘AVI’

//IMPORTANT INFORMATION
AVI is authorised and regulated by the Financial Conduct Authority of the United Kingdom (the "FCA") and is a registered investment adviser with the Securities and Exchange Commission of the United States. While AVI is registered with the SEC as an investment adviser, it does not comply with the Advisers Act with regard to its non-U.S. clients. This podcast does not constitute an offer to buy or sell shares in MIGO Opportunities (the "Trust"). The contents of this podcast are not intended to constitute, and should not be construed as, investment advice. Potential investors in the Trust should seek their own independent financial advice. AVI neither provides investment advice to, nor receives and transmits orders from, investors in the Fund.