Hardman & Co Research on Fidelity Special Values plc (FSV):

Questions for the 2022 AGM on 14 December

In this note, we ask the questions we would ask the FSV board at the forthcoming AGM, on 14 December 2022. To offer a perspective, we also give the answers that we would give if we were asked the same questions. We believe the questions fall into three key areas: i) why the trust has outperformed over the long term, (which has a bearing on how it may perform in the future), ii) how the recent economic news has affected the manager's perspective and positioning, and iii) how the trust is managed in terms of its discount/buyback, the large dividend increase and its approach to gearing.

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