In the latest editions of the podcast released this week, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award is joined by Alex Wright manager of the Fidelity Special Values Investment Trust (FSV), and Fidelity Special Situations, the open-ended equivalent fund.
You can listen to this podcast in full on the audio player below. Alternatively, you can subscribe via our YouTube channel and most podcast platforms, including Apple Podcasts, Spotify, Amazon Music and Soundcloud. You can also find us listed on The AIC’s Podcast Directory. We are grateful to J.P. Morgan Asset Management, whose no-strings support enables us to keep the podcast free and our editorial integrity intact.
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285: Alex Wright
0:01:03 – The UK equity market
0:06:54 – Structural issues in the UK market
0:10:16 – The stock selection
0:11:50 – Getting the measure of Trump
0:15:35 – Domestic policy impact
0:17:38 – A short break
0:18:45 – The portfolio
0:29:38 – The small, mid, and large cap balance
0:33:42 – Discount and gearing
0:37:10 – Learnings from the last twelve years
0:39:38 – Active and passive management
0:43:01 – Close
We are an editorially independent research and publishing venture committed to providing high-quality investment information and resources. You can sign up below to be notified about the latest podcasts by email as soon as they become available. Please note that the podcasts should not be regarded as personal financial advice, but are provided for information and background only. We are very grateful for your continued support and the enthusiastic response to our more than 280 podcasts in the over five years since launch.
Disclosures about the editor’s holdings of investment trusts can be found here. Our podcasts are also available on the Association of Investment Companies website (www.theaic.co.uk). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.