The Overhang Part 5 Elimination Party ?, page-38

"The market" tends to treat companies of similar size and in the same industry in a commensurate manner. Here's a chart comparing KAM and FID share prices since the beginning of the year. Both stocks have been dealt with harshly, yet the reality is that the two companies, which both offer funds management, have different business models and have contrasting financials at the moment.
KAM saw almost all of its performance income dry up in 1H2016 due to stagnant equity markets. NPAT fell over 72%. FUM are also currently in decline.
On the other hand FID has seen rising fund inflows and steady growth across the business, and an optimistic outlook.
Looks to me to be a situation to take advantage of "the market" when clearly "the market" is not able to discern quality businesses from average businesses.