When the world regains a semblance of normality, these trusts are likely to reward contrarian investors, argues David Liddell.
We put two fund-of-investment trust managers through their paces, comparing strategy, performance and charges.
Is a value-focused approach due its time in the sun, asks Seneca’s Gary Moglione.
This investment trust is approaching its third birthday and has been a strong performer, but is sitting on a 12% discount.
Value fund managers adopt many different approaches in their hunt for bargain shares; we look under the contrarian bonnet.
For contrarian-minded investors, stockmarket falls offer inexpensive entry points, writes David Liddell.
Three UK trust underperformers with very different aims catch the contrarian eye of David Liddell of IpsoFacto Investor.
As growth strategies start to flag, value- and contrarian-oriented trusts may be coming back into fashion.
Few pockets of value remain for contrarians to exploit. David Liddell suggests three trusts that should prove resilient.