Funds Fan: dividends, value investing and star managers

by Kyle Caldwell from interactive investor |

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interactive investor’s collectives editor Kyle Caldwell and independent expert Andrew Pitts discuss the latest industry news, including an eminent fund manager’s exit. The pair debate the value of experience, considering the track records of current “stars” and how long to wait before investing with a successor. They also mull the prospect of a renaissance in value investing.

The hosts are joined by Sam Morse, manager of Fidelity European Values (LSE:FEV), who makes the case for investing in a “high beta play on global growth” and emphasises that despite the trust’s name, he does “not [take] a traditional value approach”. He also discusses gearing levels and dividend policies as “a torch in murky markets”. Finally, Teodor Dilov, fund analyst at ii, names his fund of the week from the ii Super 60 list of investments.

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These articles are provided for information purposes only.  Occasionally, an opinion about whether to buy or sell a specific investment may be provided by third parties.  The content is not intended to be a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser.

Full performance can be found on the company or index summary page on the interactive investor website. Simply click on the company's or index name highlighted in the article.

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