Fidelity Asian Values: Get inside the manager’s head
On 1 April 2022, Fidelity Asian Values plc (LON:FAS) manager, Nitin Bajaj, joined Hardman & Co for a wide-ranging Q&A session, which we review in this note. It gives investors a detailed insight into his investing approach as well as the current portfolio. The trust’s key characteristics are buying good businesses (defined as having products […]
Finding value in Asian smaller companies
Fidelity Asian Values plc (LON:FAS) Portfolio manager Nitin Bajaj reviews the fundamental backdrop facing investors in Asia’s key economies. He discusses how extreme market dislocations are creating buying opportunities among small-cap value companies, particularly in China, and highlights how this translates into the current positioning of Fidelity Asian Values PLC. One of the major features […]
Fidelity Asian Values Analyst Q&A: Adding value through a rigorous, structured investment process (LON:FAS)
Fidelity Asian Values plc (LON:FAS) is the topic of conversation when Hardman and Co’s Analyst Mark Thomas caught up with DirectorsTalk for an exclusive interview. Q1: You called your recent report on Fidelity Asian Values “Grabbing hold of the tiger’s tail”. What can you tell us about it? A1: FAV gives investors liquid access to […]
Fidelity Asian Values Grabbing hold of the tiger’s tail (Analyst Interview)
Fidelity Asian Values plc (LON:FAS) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk. Mark gives us an overview of his report, discusses the market opportunity in Asia, the company’s position within that market, the risks and valuation. Fidelity Asian Values PLC provides shareholders with a differentiated equity exposure […]
Fidelity Asian Values: Grabbing hold of the tiger’s tail
Fidelity Asian Values plc (LON:FAS) gives investors liquid access to the attractive small-cap Asian market (ex-Japan). Its long-term returns have beaten UK markets, Asian benchmarks, listed peers and open-ended fund comparators. This performance is driven by i) superior GDP growth, demographics, cherry-picking from 18,000 potential investments and markets with pricing anomalies, and ii) the value […]