AVI Japan Opportunity Trust Plc (AJOT) 2022年年度报告「LSE」.pdf

1、Driving positive change through active engagementANNUAL REPORT 2022 Welcome to our 2022 Annual ReportPortfolio construction Screening of the universe Approach Principles Def ning E,S&G Stewardship Purpose Philosophy12345Research Filtering An active approach to investing responsiblyAs active investor

2、s,AVI considers all drivers relevant to each companys success,offering suggestions to enhance sustainable corporate value in consideration of all stakeholders and in the best long-term interest of our clients.We aim to build strong relationships with the boards and management of our portfolio compan

3、ies.Through constructive engagement,we encourage and expect them to take meaningful action in the context of long-term value creation.AVI Japan Opportunity Trust plc(“AJOT”or“the Company”)invests in a focused portfolio of quality small and mid-cap listed companies in Japan that have a large portion

4、of their market capitalisation in cash or realisable assets.AVI Japan Opportunity Trust plc Annual Report 2022CONTENTSKEY STORIESA diversifed collection of businesses Read more on page 08 of the Annual ReportDriving positive change through Active Engagement Read more about our ESG approach on page 3

5、0 and 31 of the Annual ReportStrategic Report02 Company Performance04 Company Overview06 Chairmans Statement08 Our Top 10 Holdings10 Business Model18 Investment Managers Report28 ESG Policy30 Our Approach to ESG32 Portfolio Construction33 Japan Investment Team34 Investment Portfolio35 Principal Risk

6、s and UncertaintiesGovernance37 Directors38 Directors Report40 Corporate Governance Statement45 Directors Remuneration Report48 Statement of Directors Responsibilities in Relation to the Annual Report and Financial Statements49 Report from the Audit Committee51 Independent Auditors ReportFinancial S