UK Dynamic
Overview
Stock picker Alex Savvides aims to profit from understanding and backing positive corporate change, change that is often misunderstood or under-appreciated by the stock market. The strategy may therefore feature a mixture of restructuring/recovery plays, cheap or hidden growth and other more general special situations. The fact that each stock held within the portfolio must pay a dividend or be expected to do so by Alex within the next 12 months gives the portfolio attractive yield characteristics.
