Gervais Williams: three overlooked shares I’m finding value in

14th December 2021 14:47

by Kyle Caldwell from interactive investor

Share on

Gervais Williams, fund manager of Diverse Income Trust (LSE:DIVI), highlights examples of stocks he feels have plenty of upside potential. He also runs through how he selects shares, gives an overview of how UK dividends have fared this year, and explains why a couple of months ago he purchased some insurance (a put option) to help protect performance in the event of a market sell-off.

Highlights

00:35: the kind of companies the investment trust backs. It invests across large, mid and small-cap companies, including AIM shares.

1:51: the income generated from the underlying investments has recovered from the Covid-19 pandemic.

3:10: looking back at performance in 2021, Gervais Williams notes: “We’ve had some very strong individual stocks, but actually the fund itself invests across about 140 individual holdings, so it is not really down to one or two holdings.”

4:44: Williams points out that “although the markets generally are moving on to new highs” he is finding plenty of opportunities. He says there are a number of overlooked shares, and names two examples. 

5:39: the trust has some exposure to young companies that typically operate in immature industry sectors. Williams names two examples, one of which he describes as also being a “very overlooked stock”.

7:18: Williams explains why a couple of months ago he purchased some insurance (a put option) to help protect performance in the event of a market sell-off. 

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.

Disclosure

We use a combination of fundamental and technical analysis in forming our view as to the valuation and prospects of an investment. Where relevant we have set out those particular matters we think are important in the above article, but further detail can be found here.

Please note that this video on these  investments should not be considered to be a regular publication.

Details of all recommendations issued by ii during the previous 12-month period can be found here.

ii adheres to a strict code of conduct.  Contributors may hold shares or have other interests in companies included in these portfolios, which could create a conflict of interests. Contributors intending to write about any financial instruments in which they have an interest are required to disclose such interest to ii and in the article itself. ii will at all times consider whether such interest impairs the objectivity of the recommendation.

In addition, individuals involved in the production of investment articles are subject to a personal account dealing restriction, which prevents them from placing a transaction in the specified instrument(s) for a period before and for five working days after such publication. This is to avoid personal interests conflicting with the interests of the recipients of those investment articles.

Related Categories

    Investment TrustsVideosAIM & small cap sharesUK shares

Get more news and expert articles direct to your inbox