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Hardman & Co Research on Fidelity Asian Values (FAS):
Get inside the manager's head
On 1 April 2022, FAV's manager, Nitin Bajaj, joined Hardman & Co for a wide-ranging Q&A session, which we review in this note. It gives investors a detailed insight into his investing approach as well as the current portfolio. The trust's key characteristics are buying good businesses (defined as having products that customers want to buy, earning high ROE, with honest and competent people), bought at good prices (defined as offering a margin of safety), and these themes ran through the session. These traits mean that ESG is embedded as a good business practice, not a marketing slogan, and regulatory risk should be below average. Buybacks have also re-commenced.
Please click on the link below for the full report:
https://www.hardmanandco.com/research/corporate-research/get-inside-the-managers-head/
If you are interested in meeting the company, you can register your interest by clicking on the above link.
Hardman Talks | Fidelity Asian Values: Get inside the manager's head
Watch the recording here
To contact us: Hardman & Co London EC2R 8AE www.hardmanandco.com Follow us on Twitter @HardmanandCo | Contact: Mark Thomas
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About Hardman & Co: For the past 25 years Hardman has been producing specialist research designed to improve investors' understanding of companies, sectors, industries and investment securities. Our analysts are highly experienced in their sectors, and have often been highly rated by professional investors for their knowledge. Our focus is to raise companies' profiles across the UK and abroad with outstanding research, investor engagement programmes and advisory services. Some of our notes have been commissioned by the company which is the subject of the note; this is clearly stated in the disclaimer where this is the case.
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