Fidelity Special Values Plc

Fidelity Special Values Plc

Sector: Unit Investment Trusts, Face-Amount Certificate Offices, and Closed-End Management Investment Offices Region: United Kingdom

: | London Stock Exchange: FSV

Fidelity Special Values PLC is a Closed-End Investment Fund/Investment Trust. The Portfolio Manager, Alex Wright, aims to achieve long term capital growth from a portfolio of shares consisting primarily of UK-listed companies. The Company will have a blend of investments in larger, medium and smaller sized companies and be guided by a contrarian philosophy.

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Alex Wright. Investing in Special Values

Fidelity Special Values Plc video

Alex Wright. Investing in Special Values


Lynn Ruddick , Chairman
(Chairman) (date of appointment: 22 July 2005; appointed as Chairman: 9 July 2010) is a Fellow of the Chartered Association of Certified Accountants. She is a Non-Executive Director and Chairman of the Audit Committees of Standard Life UK Smaller Companies Trust plc and BlackRock Frontiers Investment Trust plc, a Non-Executive Director of BlackRock Income Strategies Trust plc, a member of the Investment Committee of the Pearson Group Pension Plan and Chairman of the Scottish & Newcastle Pension Plan Trustee Board and the Western Provident Association Pension Plan. She worked for many years as an investment manager in both Edinburgh and London and is a former Chairman of the Investment Committee of the National Association of Pension Funds.
Ben Thomson , Senior Independent Director
(date of appointment: 1 January 2008; appointed as Senior Independent Director: 12 July 2010) has a background of over 25 years in investment banking. He is Chairman of: Urbicus Ltd, Castle Capital Ltd, Inverleith LLP, Barrington Stoke Limited and the National Galleries of Scotland. He is a Director of The Scotch Malt Whisky (Holdings) Ltd, the parent company of the Scotch Malt Whisky Society. He was Chairman and Chief Executive of the Edinburgh investment banking firm, Noble Group Limited, from 1997 until 2010. Mr Thomson has previously been a Non-Executive Director on a number of publicly quoted and private boards.
Sharon Brown , Chairman of the Audit Committee
(date of appointment: 15 April 2010; appointed as Chairman of the Audit Committee: 26 October 2010) is a Non-Executive Director and Chairman of the Audit Committee of F&C Capital and Income Investment Trust PLC and McColl’s Retail Group plc. She is a Director of Delight Delicatessen Limited. Mrs Brown was Finance Director of Dobbies Garden Centres Ltd between 1998 and 2013. She previously held a senior financial position at John Menzies plc and is a Fellow of the Chartered Institute of Management Accountants.
Andy Irvine, Director
(Date of appointment: 15 April 2010) is Non-Executive Chairman of Jones Lang La Salle Scotland and has over 30 years’ experience in the field of commercial property development and investment. He is also Chairman of Montanaro European Smaller Companies PLC, a Non-Executive Director of BlackRock North American Income Trust plc and a Director of Securities Trust of Scotland PLC. Mr Irvine is a former Chairman of Celtic Rugby and is a past Chairman of the British and Irish Lions Limited and a past President of the Scottish Rugby Union.
Douglas Kinloch Anderson, Director
(Date of appointment: 18 October 1994) is Chairman of Kinloch Anderson Limited and a Director of F&C Private Equity Trust PLC. He has been President of the Edinburgh Chamber of Commerce and a member of the Scottish Committee of the Institute of Directors. He was previously a board member of the Scottish Tourist Board, Master of the Edinburgh Merchant Company and he was national President of the Royal Warrant Holders Association. His career has included wide experience in manufacturing, retailing and exporting, particularly to Europe, North America and the Far East.
Nicky McCabe, Director
(Date of appointment: 9 December 2004) is Fidelity’s Head of Investment Trusts for Fidelity Worldwide Investments. She is a Non-Executive Director of Romax Technology Limited and Delta Healthcare Shanghai, both Eight Roads businesses and a Director of FIL Investment Services (UK) Limited. Prior to her current role, she was Chief Operating Officer of Eight Roads (previously Moonray Investors), a division of the FIL Ltd Group and Chief Operating Officer for the investment management team, having joined Fidelity in 1999 as head of investment administration. Ms McCabe has wide experience in investments, having been responsible for all aspects of operational, systems and project support for the portfolio managers, analysts and traders. Prior to joining Fidelity, she spent 6 years at HSBC Asset Management where she ran Performance Measurement, Institutional Marketing Support and Operations. Ms McCabe also spent 2 years at McKinsey & Co. as a strategy consultant.
Nigel Foster, Director
(Date of appointment: 1 September 2015) has over 30 years’ experience in the financial services industry. Prior to joining Fidelity, he was the Head of Trading & Liquidity Strategies Group for the EMEA region and Global Head of Derivatives at BlackRock. He was Chief Executive at E-Crossnet and set up and ran the pan-European equity crossing network for major institutions. He was a Managing Director at Merrill Lynch Investment Managers and a fund manager at Robert Fleming (now part of JP Morgan).

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