Fund Managers' Favourites: Overlooked & Undervalued

The founder of Matterley Asset Management, Henry Dixon, details the three LSE-listed stocks that he thinks are being overlooked and undervalued by the market

Alanna Petroff 28 January, 2013 | 3:44PM
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In the video series, "Fund Managers' Favourites", Morningstar speaks with UK-based fund managers to learn about their top investment picks. In this video, Morningstar journalist Alanna Petroff speaks with Henry Dixon from Matterley Asset Management about some recent investment opportunities that have caught his eye. He discusses one large-cap, one mid-cap and one small-cap company. Dixon runs the Matterley Undervalued Assets Fund

Video Transcript:

Alanna Petroff: For this episode of Fund Managers' Favourites, I am joined by Henry Dixon. He focuses on investing in overlooked, unloved and undervalued stocks. And this strategy has paid off well in the past. In fact, in 2012, his fund returned 24% to investors, which was way better than its peers. So he's joining me now to talk about his top picks and his overall investment strategy. So Henry, thanks for coming in.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Bank of Georgia Group PLC1,520.00 GBX-1.94
Carnival PLC1,463.80 GBX-1.35Rating
H&T Group PLC272.00 GBX-2.16

About Author

Alanna Petroff

Alanna Petroff  is a financial journalist with Morningstar UK.