
ALEX WRIGHT – Lead manager, Fidelity Special Situations
www.hl.co.uk/funds/help-choosing-funds/wealth-shor…
Alex Wright, lead manager of the Fidelity Special Situations fund, joins Joseph Hill on this episode of HL’s meet the manager.
Wright discusses the fund’s value focused investment approach, identifying undervalued companies that have been shunned by other investors as well as how active managers can take advantage of market inefficiencies.
Watch to find out who Wright credits with having the biggest influence on his investment approach.
Fidelity
This video isn’t personal advice. These are the views of the fund manager
and not a recommendation to buy, sell or hold any investment.
All investments can fall as well as rise in value, so you could get back less
than you invest. If you’re not sure if an investment is right for you, ask for
financial advice.
Past performance isn’t a guide to the future. Yields are variable and
income is not guaranteed.
The fund invests in small and medium sized companies and the manager
has the flexibility to invest in derivatives which all adds risk.
Investors should note that this fund has one of the highest ESG risk profiles
of the 100 funds under research coverage. The companies within the fund
could therefore face increased regulatory scrutiny, reputational damage,
and operational challenges, potentially impacting the
fund's future performance.
Recorded 15_01_2025
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