JOHCM UK Dynamic fund manager Alex Savvides says although the companies he invests in may not appear the most exciting – the potential for change and business transformation does offer exciting returns. He also explains why his fund is much more than just a value-orientated vehicle and what he looks for from management teams he hopes to invest with. Alex also talks us through the rampant M&A activity we’ve seen in the past year or so, and how he and his team had to fight for fair value when some of their holdings were bid for. He also tells us why 3i and Electrocomponents are some of the biggest turnaround stories in his career as well as giving us insight on a couple of holdings he is just as bullish on for the future.

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Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.