I am a sucker for a good recovery story, writes Alastair Mundy, manager of Temple Bar investment trust and the Investec UK Special Situations fund.
At heart, value investors have a great belief in the powers of mean reversion and there is nothing like a well told anecdote to illustrate that not all declines need be terminal. Brick by Brick, by...
'Markets will need to get used to this'
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Keeping up with changing times
Unlisted firms should be given access, manager urges