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Value Holdings Management bets on Aecom, Amdocs and Matador as biggest value bets

Value Holdings Management rose about 38% year on year and hardly traded in Q1: only one new purchase (Alamo Group) and six complete disposals. The fund mainly increased positions in Aecom, Amdocs and Matador as well as other undervalued stocks, while reducing some well-performing positions. Many of the increases are well below the estimated fair value, but some of the deeply discounted names receive only low quality scores and could be value traps. The portfolio remains diversified without dominant single positions; valuation and quality checks remain decisive. » Plus sur de.investing.com