Fidelity Special Values plc (LON:FSV), managed by Alex Wright and Jonathan Winton, applies a contrarian approach to the UK equity market, focussing on overlooked and undervalued companies with the potential to enter a period of positive change, and investing across the entire market-cap spectrum.
This approach has yielded impressive results over the past five years, with FSV significantly outperforming not only the FTSE All-Share Index and all its peers in the AIC UK All Companies sector, but also the US tech-heavy NASDAQ
Composite Index.
The trust’s NAV Performance has also been robust since the beginning of the year, delivering double-digit returns, notably driven by bank holdings such as Standard Chartered and defence-related names such as
Babcock International Group.
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.
