Episodes
Thursday Mar 23, 2023
Finding hidden gems in global small caps – Connor Gordon
Thursday Mar 23, 2023
Thursday Mar 23, 2023
Joining the show today is portfolio manager Connor Gordon. Today's uncertain marketplace has highlighted the importance of investing in high-quality names. Late last year, Fidelity launched Global Small Cap Opportunities Fund, which aims to uncover value by identifying high quality companies that are mispriced. Could a position in this space be what investors need during a time of market volatility? Connor joins host Bryan Borzykowski to discuss all of this and more, including an update on the fund and explaining why investors should be looking at small caps. From a long-term perspective, Connor is a believer in market leadership and given that the last 12 years have been led by U.S. large cap and tech stocks, a favour to global small caps could be favourable. Short term, small caps are attractively valued currently with a wide valuation spread relative to large caps. He’ll also touch on the complimentary approach achieved by Connor and co-portfolio manager Chris Maludzinski, bringing a diversity of experience from their sector coverage and Fidelity career experience. Also, the funds sell discipline and where they are finding investment opportunities globally, among other topics.
Recorded on March 16, 2023.
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