Equities

Recovery (UK)

The strategy applies M&G’s well-established recovery investing philosophy, an approach that has been practised at M&G for over 50 years.

This strategy aims to provide a combination of capital growth and income that is higher than the FTSE All-Share Index over any five-year period, by employing a disciplined approach to analyse and select each company.

The ‘recovery’ strategy invests in companies that have experienced difficulties but have the potential to deliver returns for shareholders through their turnaround over the long term. The approach focuses on three key factors: cashflows, people & strategy. Developing a constructive dialogue with company management is fundamental to our investment process. We take a long-term view, with a typical holding period of five years or more.

Latest insights