Donville Kent Asset Management.
Tax Loss Selling. Around 15 Nov, astute fund managers who know the fundamentals on certain companies that have had a bad quarter but are not bad companies, will say “What’s being oversold?”, “What’s being chucked out the door?” for tax loss reasons. Once the tax loss sellers are gone, they can pick these up. A couple of names are Poseidon (PSN-T) and Data Group (DGI-T) which just cut its dividend but still has a yield of 15%. These are not ones where you back the truck up. You buy little bit of them.