RCS - Fidelity AsianValues - Hardman Research: Get inside the manager’s head
08/04/2022 12:45
For best results when printing this announcement, please click on link below:
http://newsfile.refinitiv.com/getnewsfile/v1/story?guid=urn:newsml:reuters.com:20220408:nRSH8346Ha&default-theme=true
RNS Number : 8346H Fidelity Asian Values PLC 08 April 2022
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/
(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
(https://www.youtube.com/watch?v=6HyiVatxp6Q&t=2s)
To contact us: Contact:
Hardman & Co Mark Thomas mt@hardmanandco.com (mailto:mt@hardmanandco.com)
1 Frederick's Place
+44 (0)203 693 7075
London
EC2R 8AE
www.hardmanandco.com
Follow us on Twitter @HardmanandCo
Hardman & Co Research can still be accessed for free after MiFID II.
Please click here (http://hardmanandco.com/mifid-ii) to read the statement.
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.
Hardman Research Ltd, trading as Hardman & Co, is an appointed
representative of Capital Markets Strategy Ltd and is authorised and regulated
by the Financial Conduct Authority; our FCA registration number is 600843.
Hardman Research Ltd is registered at Companies House with number 8256259.
Our research is provided for the use of the professional investment community,
market counterparties and sophisticated and high net worth investors as
defined in the rules of the regulatory bodies. It is not intended to be made
available to unsophisticated retail investors. Anyone who is unsure of their
categorisation should consult their professional advisors. This research is
neither an offer, nor a solicitation, to buy or sell any security. Please read
the note for the full disclaimer.
This information is provided by Reach, the non-regulatory press release distribution service of RNS, part of the London Stock Exchange. Terms and conditions relating to the use and distribution of this information may apply. For further information, please contact
rns@lseg.com (mailto:rns@lseg.com)
or visit
www.rns.com (http://www.rns.com/)
.
Reach is a non-regulatory news service. By using this service an issuer is confirming that the information contained within this announcement is of a non-regulatory nature. Reach announcements are identified with an orange label and the word “Reach” in the source column of the News Explorer pages of London Stock Exchange’s website so that they are distinguished from the RNS UK regulatory service. Other vendors subscribing for Reach press releases may use a different method to distinguish Reach announcements from UK regulatory news.
RNS may use your IP address to confirm compliance with the terms and conditions, to analyse how you engage with the information contained in this communication, and to share such analysis on an anonymised basis with others as part of our commercial services. For further information about how RNS and the London Stock Exchange use the personal data you provide us, please see our
Privacy Policy (https://www.lseg.com/privacy-and-cookie-policy)
. END NRAFZGGDMRLGZZM