62. Buying great companies at very cheap prices

Having just witnessed the most dramatic stock market falls in living history, Alessandro Dicorrado, co-manager of the Ninety One Global Special Situations fund, talks to us about taking advantage of the sell-off to buy good companies at very cheap prices. He discusses five types of value stock, why he thinks some companies in the travel, holiday and housebuilding sectors are good investments and tells us about the possible ‘value traps’ he is avoiding.
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Alessandro Dicorrado and Steve Woolley have co-managed the Ninety One Global Special Situations fund since the beginning of 2016. It is a high conviction, contrarian value fund, focused on buying companies from all over the world, that are cheap and out of favour. It is one of a number of funds that are run by this highly-regarded and well-resourced Value team.

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This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Remember, all investments can fall in value as well as rise, so you could make a loss. Before you make any investment decision, make sure you’re comfortable and fully understand the risks.Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.

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