FSV Fidelity Special Values PLC

Hardman & Co Research: Q&A with Brian Moretta on Fidelity Special Values: FSV outperforms the UK All-Share by 4.9% per annum

Hardman & Co Research
Hardman & Co Research: Q&A with Brian Moretta on Fidelity Special Values: FSV outperforms the UK All-Share by 4.9% per annum

12-Aug-2021 / 10:20 GMT/BST

Hardman & Co Video |

Q&A with Brian Moretta on Fidelity Special Values (FSV) |

FSV outperforms the UK All-Share by 4.9% per annum

Fidelity Special Values (FSV) is the topic of conversation when Brian Moretta talks to DirectorsTalk. Brian explains the thinking behind his report, talks about the contrarianism, the features the process brings to the portfolio, risks and the outlook for the trust.

Listen to the interview here:

 

To read the transcript of this interview, click

Read our latest report on FSV

If you are interested in meeting the company, you can register your interest

To contact us:

Hardman & Co
1 Frederick's Place

London

EC2R 8AE

Follow us on Twitter @HardmanandCo

Analyst:

Brian Moretta



5

 



 

Hardman & Co Research can still be accessed for free after MiFID II. Please to read the statement.

About Hardman & Co: For the past 25 years Hardman has been producing specialist research designed to improve investors' understanding of companies, sectors, industries and investment securities. Our analysts are highly experienced in their sectors, and have often been highly rated by professional investors for their knowledge.  Our focus is to raise companies' profiles across the UK and abroad with outstanding research, investor engagement programmes and advisory services. Some of our notes have been commissioned by the company which is the subject of the note; this is clearly stated in the disclaimer where this is the case.

Hardman Research Ltd, trading as Hardman & Co, is an appointed representative of Capital Markets Strategy Ltd and is authorised and regulated by the Financial Conduct Authority; our FCA registration number is 600843. Hardman Research Ltd is registered at Companies House with number 8256259.

Our research is provided for the use of the professional investment community, market counterparties and sophisticated and high net worth investors as defined in the rules of the regulatory bodies.  It is not intended to be made available to unsophisticated retail investors. Anyone who is unsure of their categorisation should consult their professional advisors. This research is neither an offer, nor a solicitation, to buy or sell any security. Please read the note for the full disclaimer.

 


Dissemination of a CORPORATE NEWS, transmitted by EQS Group.
The issuer is solely responsible for the content of this announcement.
End of Announcement - EQS News Service

1226019  12-Aug-2021 

fncls.ssp?fn=show_t_gif&application_id=1226019&application_name=news&site_id=research_pool
EN
12/08/2021

Underlying

FSVFidelity Special Values PLC

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on Fidelity Special Values PLC

Brian Moretta ... (+4)
  • Brian Moretta
  • Mark Thomas
  • Martin Hall
  • Riccardo Bindi
AMGN AMGEN INC.
INCY INCYTE CORP ... (+61)

Hardman & Co Monthly: April 2023

Feature article: 2022 Pharma Statistics - 8.7% growth – but worrying signs An efficient reporting system has seen all the listed multinational pharmaceutical companies announcing results for 2022, which has given us the opportunity to update our industry statistics and drug database. This report provides the first snapshot of the global and US rankings of the top 20 drug companies for 2022. 2022 was characterised by 8.7% underlying growth, offset by a large forex impact (-12%), due to USD stren...

AMGN AMGEN INC.
INCY INCYTE CORP
IPN IPSEN SA
NOVN NOVARTIS AG
VRTX VERTEX PHARMACEUTICALS INCORPORATED
TEVA.N TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADR
REGN REGENERON PHARMACEUTICALS INC.
LLY MERCK & CO. INC.
JNJ ELI LILLY AND COMPANY
J7Z JOHNSON & JOHNSON
HZNP JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANY
GILD HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY
BMY GILEAD SCIENCES INC.
BIIB BRISTOL-MYERS SQUIBB COMPANY
FEV BIOGEN INC.
IBT FIDELITY EUROPEAN VALUES PLC
FCSS INTERNATIONAL BIOTECHNOLOGY TRUST PLC
FSV FIDELITY CHINA SPECIAL SITUATIONS PLC
FJV FIDELITY SPECIAL VALUES PLC
FAS FIDELITY JAPAN TRUST
AVO FIDELITY ASIAN VALUES PLC
CLIG ADVANCED ONCOTHERAPY
MRK CITY OF LONDON INVESTMENT GROUP
NOVO B MERCK KGAA
novob NOVO NORDISK A/S CLASS B
RECI NOVO NORDISK
SAN REAL ESTATE CREDIT INVESTMENTS
UCB SANOFI
HIK UCB S.A.
PIN HIKMA PHARMACEUTICALS PLC
PFIZER PANTHEON INTERNATIONAL
4506 PFIZER
4523 SUMITOMO DAINIPPON PHARMA CO. LTD.
4507 EISAI CO. LTD.
4568 SHIONOGI & CO. LTD.
VTAS DAIICHI SANKYO COMPANY LIMITED
STX VOLTA FINANCE (GBP)
4502 SHIELD THERAPEUTICS
HAT TAKEDA PHARMACEUTICAL CO. LTD.
OCI H&T GROUP
4578 OAKLEY CAPITAL INVESTMENTS
APAX OTSUKA HOLDINGS CO. LTD.
4503 APAX GLOBAL ALPHA
ICGT ASTELLAS PHARMA INC.
UTHR ICG ENTERPRISE TRUST
PFE UNITED THERAPEUTICS CORPORATION
AZN PFIZER INC.
GLAXO ASTRAZENECA PLC
ABBV GLAXOSMITHKLINE PHARMACEUTICALS
VRX CN ASTELLAS PHARMA INC
MRNA ABBVIE INC.
TXG BAUSCH HEALTH COMPANIES INC.
NOVO MODERNA INC.
VTRS 10X GENOMICS INC CLASS A
4568.T NOVO NORDISK A/S-B
ME VIATRIS INC.
OCL DAIICHI SANKYO COMPANY
LUND A LIMITED
23ANDME HLDG CO
OAKLEY CAPITAL
H. LUNDBECK A/S
04/05/23 April 5, 2023 1 EN
Brian Moretta
  • Brian Moretta
FSV Fidelity Specia...

Fidelity Special Values Plc (FSV): Making a case study for outperforma...

With 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 investment process, and then provide a couple of detailed case studies to illustrate how it works in practice. The approach is essentially a contrarian one, using Fidelity’s experienced team of analysts to look for unappreciated companies where there is a catalyst for change. This is underpinned by low valuations, which are used to provide...

FSV FIDELITY SPECIAL VALUES PLC
03/17/23 March 17, 2023 1 EN
Brian Moretta ... (+3)
  • Brian Moretta
  • Mark Thomas
  • Martin Hall
TRX Tissue Regenix ...
FEV Fidelity Europe... ... (+16)

Hardman & Co Monthly: March 2023

Feature article: Higher interest rates overshadow IIC/REIF prospects We focus on the nine quoted infrastructure investment companies (IICs) and on the 22 renewable energy infrastructure funds (REIFs), most of which saw their share prices fall during 2022, while the FTSE 100 rose by just 0.9%. In our ‘Quoted UK Infrastructure and Renewable Energy – Prospects for 2023’ publication, we have addressed the three key issues of recent months – higher inflation, extremely volatile power prices and risin...

TRX TISSUE REGENIX GROUP
FEV FIDELITY EUROPEAN VALUES PLC
IBT INTERNATIONAL BIOTECHNOLOGY TRUST PLC
FCSS FIDELITY CHINA SPECIAL SITUATIONS PLC
ARBB ARBUTHNOT BANKING GROUP
FSV FIDELITY SPECIAL VALUES PLC
FJV FIDELITY JAPAN TRUST
FAS FIDELITY ASIAN VALUES PLC
AVO ADVANCED ONCOTHERAPY
RECI REAL ESTATE CREDIT INVESTMENTS
PIN PANTHEON INTERNATIONAL
VTAS VOLTA FINANCE (GBP)
STX SHIELD THERAPEUTICS
OCI OAKLEY CAPITAL INVESTMENTS
APAX APAX GLOBAL ALPHA
ICGT ICG ENTERPRISE TRUST
03/02/23 March 2, 2023 1 EN
Brian Moretta ... (+3)
  • Brian Moretta
  • Mark Thomas
  • Martin Hall
TRX Tissue Regenix ...
FEV Fidelity Europe... ... (+19)

Hardman & Co Monthly: February 2023

Feature article: Asset manager valuations Asset managers had a poor 2022: the S&P Composite 1500 Asset Management Index was down 22% and, according to the Investment Company Institute (ICI), worldwide mutual funds fell by 20%, from $76tr to $60tr. When bond and equity markets fall, the results are unlikely to be pretty: with revenues trending down and multiples contracting, there is a double whammy to contend with. So how do valuations shape up now, after a bullish start to the new year?

TRX TISSUE REGENIX GROUP
FEV FIDELITY EUROPEAN VALUES PLC
SCE SURFACE TRANSFORMS PLC
IBT INTERNATIONAL BIOTECHNOLOGY TRUST PLC
FCSS FIDELITY CHINA SPECIAL SITUATIONS PLC
ARBB ARBUTHNOT BANKING GROUP
FSV FIDELITY SPECIAL VALUES PLC
FJV FIDELITY JAPAN TRUST
FAS FIDELITY ASIAN VALUES PLC
AVO ADVANCED ONCOTHERAPY
CLIG CITY OF LONDON INVESTMENT GROUP
RECI REAL ESTATE CREDIT INVESTMENTS
PIN PANTHEON INTERNATIONAL
VTAS VOLTA FINANCE (GBP)
STX SHIELD THERAPEUTICS
OCI OAKLEY CAPITAL INVESTMENTS
APAX APAX GLOBAL ALPHA
ICGT ICG ENTERPRISE TRUST
OCL OAKLEY CAPITAL
02/01/23 February 1, 2023 1 EN
Brian Moretta ... (+4)
  • Brian Moretta
  • Mark Thomas
  • Martin Hall
  • Mike Foster
TRX Tissue Regenix ...
FEV Fidelity Europe... ... (+16)

Hardman & Co Monthly: January 2023

Feature article: Hardman & Co Healthcare Index - Review of 2022 The main function of the HHI is to monitor the performance, and to highlight the attractiveness, of life sciences investments over the long term, and to try to identify those stocks that have disruptive technologies that consistently allow them to outperform both the index and the markets. Many of the 53 constituents of the index are high-risk, still being in the development stage, with micro-capitalisations and a long way from sal...

TRX TISSUE REGENIX GROUP
FEV FIDELITY EUROPEAN VALUES PLC
SCE SURFACE TRANSFORMS PLC
IBT INTERNATIONAL BIOTECHNOLOGY TRUST PLC
FCSS FIDELITY CHINA SPECIAL SITUATIONS PLC
ARBB ARBUTHNOT BANKING GROUP
FSV FIDELITY SPECIAL VALUES PLC
FJV FIDELITY JAPAN TRUST
FAS FIDELITY ASIAN VALUES PLC
AVO ADVANCED ONCOTHERAPY
RECI REAL ESTATE CREDIT INVESTMENTS
PIN PANTHEON INTERNATIONAL
VTAS VOLTA FINANCE (GBP)
STX SHIELD THERAPEUTICS
OCI OAKLEY CAPITAL INVESTMENTS
ICGT ICG ENTERPRISE TRUST
01/10/23 January 10, 2023 1 EN

ResearchPool Subscriptions

Get the most out of your insights

Get in touch