Investec UK Special Situations I Acc GBP

Willis Owen Research Commentary

This fund aims for capital growth with a reasonable level of income. Alastair Mundy is a seasoned and talented manager. Mundy and his team use a well-established contrarian process that seeks to invest in companies whose share prices have seen significant falls (50% or more) relative to the market. Mundy and his team put considerable emphasis on understanding business fundamentals and balance sheets to avoid value traps. The process is structured and detailed with a focus on the longer term. Although the fund will hold companies that are at different stages of recovery, the process results in a portfolio with a persistent value bias.

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