If the Scottish Investment Trust (SCIN) review leads to a significant change in investment mandate it raises the question of whether there would be any global IT following an explicit 'value investing' style.
AVI Global Trust (AGT) might be mentioned, and I hold a small position, but that has a significant element in family holding companies, and does not define itself as a pure value investing strategy. I'm thinking of a deep value portfolio invested in individual companies.
It would be a striking absence were there to be no global IT comparable to (say) the Schroder or River and Mercantile Global Recovery funds, or to cite an example which does not seem to be readily available to UK retail investors, the Kopernik Global All-Cap Fund. Here's a link to the latter with some presentation materials available on its site:
https://www.heptagon-capital.com/funds/heptagon-fund-plc-kopernik-global-all-cap-equity-fund-c-usd-acc.
Is there an 'old school' value investing pure equity
global IT that I've missed? (apart from SCIN, of course).