Episodes
Wednesday Nov 09, 2022
Fidelity Global Innovators™ Class: Celebrating Five Years – Mark Schmehl
Wednesday Nov 09, 2022
Wednesday Nov 09, 2022
Today we welcome Portfolio Manager Mark Schmehl to the show as he celebrates five years since the launch of the Fidelity Innovators Class. For Canadian investors, Mark manages the Innovators Class, the Fidelity Special Situations Fund, and the Canadian Growth Company Fund. On today’s show, Mark and host Pamela Ritchie talk about the evolution of the Innovators Fund from its inception until the present day. His investment style for the fund has allowed him to be flexible and adaptable to market changes. He adds the current fund strategy is to start with defence and gradually add offence. If something goes wrong, sell it to avoid losing a lot of money. He says that the world appears to be in bad shape right now, but there are still opportunities amidst the uncertainty, especially in North America.
Recorded on October 31, 2022.
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