Fidelity Special Values PLC

Company Description

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Fidelity Special Values PLC is a UK-based investment trust that aims to provide long-term capital growth for its investors. The trust is managed by Alex Wright, who has over 20 years of investment experience. Wright's investment philosophy is to focus on undervalued companies with a strong competitive position, high cash generation, and a history of paying dividends.

Fidelity Special Values PLC has a diverse portfolio that spans different sectors and regions, with a focus on mid and small-cap companies. The trust's investment strategy is to take large positions in companies that it believes are undervalued by the market, and then hold onto them until their full value is realized.

Year founded

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1994

Served area

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Worldwide

Headquarters

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Beech Gate, Millfield Lane, KT20 6RP Lower Kingswood – United Kingdom

ISIN

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GB00BWXC7Y93

LEI

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XODK7D2K2KYV43

Sector

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Financials

Industry Group

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Financial Services

Industry

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Capital Markets

Sub-Industry

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Asset Management & Custody Banks

Listed Stock Exchange

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London Stock Exchange

Stock Index

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FTSE 250

Main Stock Exchange

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