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

Making a case study for outperformance

With FSV having recently reached a decade of outperformance under fund manager Alex Wright's stewardship, we look at what has made this happen. We outline the investment process, and then provide a couple of detailed case studies to illustrate how it works in practice. The approach is essentially a contrarian one, using Fidelity's experienced team of analysts to look for unappreciated companies where there is a catalyst for change. This is underpinned by low valuations, which are used to provide downside protection, rather than being the source of outperformance that a conventional value approach might take.

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About Hardman & Co: Hardman Research Ltd, trading as Hardman & Co, is an appointed representative of Capital Markets Strategy Ltd and is authorised and regulated by the Financial Conduct Authority; our FCA registration number is 600843. Hardman Research Ltd is registered at Companies House with number 8256259. Attention is drawn to the important disclaimers at the end of the report.