

194. What do Birkenstock, eBay, recycling and litigation all have in common?
Lucy Isles, co-manager of Baillie Gifford High Yield Bond fund, discusses her investments in the...
Launched in 1994, Fidelity Special Values is a portfolio of unloved UK companies. Manager Alex Wright is a contrarian investor. He looks for stocks that are out-of-favour, but that must meet two strict criteria: have a cheap valuation or an asset (such as intellectual property or inventory), which has the potential to limit share price falls, and a catalyst for significant earnings growth. Although his approach often puts him on the opposite side of consensus, he is a patient investor and is prepared to wait for his stocks to deliver.
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Lucy Isles, co-manager of Baillie Gifford High Yield Bond fund, discusses her investments in the...
Richard Sennitt, manager of Schroder Oriental Income Fund, talks about the regulatory issues in...
Niall Gallagher, manager of GAM Star Continental European Equity fund, explains why European...