Alex Wright reviews Fidelity Special Values PLC AGM 2022

Alex Wright reviews Fidelity Special Values PLC AGM 2022

Fidelity Special Values PLC (LON:FSV) Lead Portfolio Manager Alex Wright presents an investment review of the Trust at the AGM in December 2022. The video contains a detailed review of the investment performance of the trust in 2022 and the last ten years, a summary of investment approach and recent activity and outlook.

Fidelity Special Values PLC (LON:FSV) aims to seek out underappreciated companies primarily listed in the UK and is an actively managed contrarian Investment Trust that thrives on volatility and uncertainty.

Supported by an extensive research team, they look to invest in out-of-favour companies, having spotted potential triggers for positive change they believe have been missed by others. As with vinyl, the true value of a company is almost always recognised in time, even if it temporarily falls out of fashion.

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