FSV

UK investments small cap: FSV shares return 5.6% over 12 months

Fidelity Special Values PLC (LON:FSV) monthly factsheet for August 2023. Portfolio Manager Commentary UK equities declined in August, reflecting downward market trends in other regions as further weakness in economic..

Fidelity Special Values research August 2023: UK contrarian investing opportune time (LON:FSV)

Manager Alex Wright takes a contrarian, bottom-up approach when building a portfolio for Fidelity Special Values (LON:FSV). He looks for companies that are currently out of favour and which have..

Fidelity Special Values July Summary – UK equities positive returns

Fidelity Special Values PLC (LON:FSV) monthly factsheet for July 2023. Portfolio Manager CommentaryUK equities posted positive returns in July following global markets higher. In a reversal of sentiment from last..

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..

UK equities investing – stocks edge higher in June, FSV factsheet

Fidelity Special Values PLC (LON:FSV) monthly factsheet for June 2023. Portfolio Manager Commentary UK equities edged higher in June as negotiations on extending the US debt limit were ultimately resolved...

UK investment opportunities attractive due to high dividends and low valuations (LON:FSV)

UK investment trust, Fidelity Special Values PLC (LON:FSV) monthly factsheet for May 2023. Portfolio Manager CommentaryUK equities gave back some of their recent gains in May with US debt ceiling..

Investment trust analysis: UK, Europe, Japan, Latin America, Emerging Markets

DirectorsTalk brings you recent news and insights from Fidelity International, BlackRock and JPMorgan Asset Management on a selection of their leading closed-ended investment trusts listed on the London Stock Exchange...

Fidelity Special Values: The case for investing in UK equities

The case for the UK With the UK having been a relatively unloved market by investors for some years, recent performance has begun to reignite interest. From a strong financial..

UK smaller companies investing rich in opportunities says Fidelity (LON:FSV)

UK investment trust, Fidelity Special Values PLC (LON:FSV) monthly factsheet for the period ended 31 March 2023 Portfolio Manager Commentary UK equities declined in March on concerns over potential fallouts..

Fidelity Special Values outperforms FTSE All-Share Index with 10.4% return in H1 2023

Fidelity Special Values PLC (LON:FSV) has announced its half-yearly results for the six months ended 28 February 2023 (unaudited) Financial Highlights: PORTFOLIO MANAGER’S HALF-YEARLY REVIEW PERFORMANCEIn the six month reporting..

Fidelity Special Values investment process and case studies analysed (LON:FSV)

Fidelity Special Values plc (LON:FSV) is the topic of conversation when Hardman and Co’s Financial Analyst Dr Brian Moretta caught up with DirectorsTalk for an exclusive interview. Q1: You have..

Fidelity Special Values consistently outperforming for over a decade (VIDEO)

Fidelity Special Values (LON:FSV) is the topic of conversation when Dr Brian Moretta, Analyst at Hardman & Co joins DirectorsTalk Interviews. Brian, talks us through his note entitled ‘Making a..

UK investment trust FSV beats index as NAV rises 10.6% over 12 months

UK investment trust, Fidelity Special Values PLC (LON:FSV) monthly factsheet for the period ended 28 February 2023 Portfolio Manager Commentary  UK equities started the month on a strong footing before..

Fidelity Special Values: Making a case study for outperformance

With Fidelity Special Values plc (LON:FSV) having recently reached a decade of outperformance under fund manager Alex Wright’s stewardship, we look at what has made this happen. We outline the..

Fidelity Special Values Plc: Positioning for opportunities by Alex Wright

The recent record high from the FTSE 100 seems to be at odds with the uncertain outlook for the UK economy. What’s more, this strong performance from blue-chip stocks has..

Value investing UK: Why this is a new era for investors (LON:FSV)

Alex Wright and Jonathan Winton, Co-Portfolio Managers at Fidelity Special Values Plc (LON:FSV) explore why this is a new era for investors and we’re only at the start of the..

Fidelity Special Values: UK valuations and higher dividends offer better returns

Fidelity Special Values PLC (LON:FSV) monthly factsheet for the period ending 31 January 2023 Portfolio Manager Commentary UK equities started the year on a positive note. Prospects of moderating inflation..

UK investment trust FSV: 18% share price cumulative growth in 3 months

Fidelity Special Values plc (LON:FSV) has published its fact sheet for the period to 31 December 2022. Portfolio Manager Commentary UK equities fell in December. Conviction remained low as investors..

Opportunities to invest in UK, Asia, Japan, China and Europe

DirectorsTalk brings you exclusive interviews and insights from portfolio managers at Fidelity International, BlackRock and JPMorgan Asset Management. The fund managers actively manage some of the leading closed-ended investment trusts..

UK Equities Outlook 2023 and why value will outperform

Alex Wright, portfolio manager of Fidelity Special Values PLC (LON:FSV), reflects on the challenges facing investors in domestic equities. Despite continued uncertainty, he highlights why UK equities offer attractive buying..

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