Alex Wright Fidelity Special Values reviews 2024 performance and outlook (LON:FSV)

Fidelity Special Values

In this presentation, Alex Wright, Portfolio Manager of Fidelity Special Values (LON:FSV), reviews the past year’s strong performance, with highlights of key contributors and an analysis of underperformers. He also discusses the portfolio’s strategic adjustments and provides a forward-looking perspective on market opportunities, underscoring the enduring appeal of value investing in the UK. Whether you’re a seasoned investor or new to the market, this presentation offers valuable insights into the principles and strategies driving success at Fidelity Special Values.

Fidelity Special Values is an investment trust managed by Alex Wright, focused on delivering long-term capital growth by investing in undervalued companies with strong recovery potential. The trust employs a contrarian investment approach, targeting primarily UK-based equities across a wide range of sectors, with a particular emphasis on mid and small-cap stocks. Established over three decades ago, Fidelity Special Values has consistently outperformed its benchmark, driven by rigorous research and a disciplined value-investing strategy. With a proven track record, the trust offers investors access to a diversified portfolio designed to capitalise on market inefficiencies and deliver sustainable returns over time.

Share on:
Find more news, interviews, share price & company profile here for:
Fidelity Special Values PLC's March 2025 factsheet reveals insights on UK equities, highlighting sector performances, and investment opportunities.
Discover how Fidelity Special Values is leading a UK market revival, offering contrarian opportunities in undervalued stocks and strong earnings potential.
Explore Fidelity Special Values PLC's February 2025 factsheet, highlighting the UK equities' resilience amid geopolitical shifts and promising investment opportunities.
UK equities began January strong, overcoming initial volatility. With attractive valuations and rising M&A activity, opportunities for significant returns are emerging.
Fidelity Special Values PLC (LON:FSV) shares its December 2024 update, highlighting UK equity trends and market opportunities amid economic shifts.
Explore Fidelity's 2025 investment outlook with insights on growth opportunities in the UK, China, emerging markets, and Japan. Discover strategic pathways for investors.

Search

Search