Overview
Nitin Bajaj and Ajinkya Dhavale co-portfolio managers of Fidelity Asian Values PLC spoke to Citywire’s Ian Horne about what makes their trust tick – touching on positioning, process and current portfolio ideas. As well as this, they lift the lid on where Asian small caps currently sit in their investment thinking.
Watch Nitin Bajaj and Ajinkya Dhavale’s recent broadcast with Citywire
The 'Big Broadcast' with Nitin Bajaj and Ajinkya Dhavale is produced, recorded and distributed by Citywire.
Important information
The value of investments and the income from them can go down as well as up, so you may get back less than you invest. Changes in currency exchange rates may affect the value of investments in overseas markets. Fidelity Asian Values PLC can use financial derivative instruments for investment purposes, which may expose the trust to a higher degree of risk and can cause investments to experience larger than average price fluctuations. This trust invests more heavily than others in smaller companies, which can carry a higher risk because their share prices may be more volatile than those of larger companies. Investments in small and emerging markets can be more volatile than other more developed markets. The shares in the investment trust are listed on the London Stock Exchange and their price is affected by supply and demand. The investment trust can gain additional exposure to the market, known as gearing, potentially increasing volatility. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. Investors should note that the views expressed may no longer be current and may have already been acted upon.
News & Insights - Special Values PLC
Why UK equities are turning heads again
Alex Wright, the portfolio manager of Fidelity Special Values, says that UK e…
Alex Wright
Portfolio manager, Fidelity Special Values PLC
07 November 2025
Annual Results for the 12 months ended 31 August 2025
During the year ended 31 August 2025, Fidelity Special Values PLC reported an…
Fidelity
Research team
06 November 2025
The takeover tailwind in UK equities
Alex Wright discusses the flurry of takeover announcements of companies withi…
Alex Wright
Portfolio manager, Fidelity Special Values PLC
22 September 2025