Alex Wright, manager of the Fidelity Special Situations fund and Special Values investment trust, talks to editor Katrina Lloyd about whether an inflection point has been reached for value investing.
He also explains why he has halved his Lloyds position following the Brexit vote, and how good analysis of companies with large pension deficits can provide opportunities as many investors run scared from...
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'Digital transformation' of sector
Up from 14% in 2017