Fidelity Special Values Plc (Initiation of Coverage) - FSV: consistent contrarianism adds special value
Since the current manager took over in 2012, FSV has consistently outperformed its FTSE All-Share benchmark. The majority of the added value has come from stock selection, which derives from Fidelity’s consistent investment process. The manager has a contrarian approach, underpinned by value factors to protect any downside risk. A flexible approach means the manager can take advantage of the less efficient mid- and small-cap areas, as well as finding opportunities overseas. Although the mandate focuses on capital growth, FSV has produced steady dividend growth and has an attractive yield.
We are a rapidly growing, innovative corporate research & consultancy business, based in London, serving the needs of both public and private companies.
Our expert team of sector analysts and market professionals collectively have over 400 years of experience. This depth of knowledge and a reputation for integrity have built trust with investors. With effective communication and precision distribution, we help companies disseminate their investment message to interested investors, as well as advise them on strategy.
Our smaller, boutique structure allows us to provide first-class customer service and to deliver a wide range of ad-hoc services for multiple clients with different needs.
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