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Navigating supply chain opportunities and mispriced funds

10 investment trusts where mispricing could be afoot
Navigating supply chain opportunities and mispriced funds
  • From logistics to shipping, some high-yielding alternative assets make the cut
  • Sensible income funds continue to appear in the list
  • A UK value fund falters, entering bargain territory
  • Elsewhere, odd portfolio traits may explain an especially prominent discount

From alternatives to dividend payers and contrarian equity funds, investors are still searching for anything to help them get through a painful period. That has seemed like a hard task, with the list of outperformers still looking fairly short.

One silver lining, for those with a long-term view, is the prospect of mispricing. Many assets can become cheap in periods of volatility and deliver the goods over the longer run, offering some interesting contrarian opportunities.

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