Fidelity Special Values PLC

Corporate Details

ISIN(s):

GB00BWXC7Y93

LEI:

549300XODK7D2K2KYV43

Country:

United Kingdom

Address:

Oakhill House, TN11 9DZ Tonbridge

Website:

https://www.fidelityinternational.com/

Sector:

Financials

Industry:

Capital Markets

Description

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.