Finding opportunities in small caps with portfolio manangers – Chris Maludzinski and Connor Gordon

Today on the show, we welcome Portfolio Managers Chris Maludzinski and Connor Gordon. They provide an update on Fidelity Global Small Cap Opportunities Fund and the benefits of adding small-cap equity exposure to clients’ portfolios. Chris and Connor describe the Global Small Cap Opportunities Fund as having a “go anywhere” approach, seeking the best investment opportunities around the world and not confined to any specific regions. The strategy is entirely bottom-up and focuses on security selection, leveraging the expertise of over 100 analysts globally to incorporate the best ideas into the fund. They add by identifying inflection points within high-quality companies, the strategy can provide a unique perspective on the future of the market.  They explain the primary objective of investing in small-cap stocks is that they will grow into large-cap stocks over time. There is no strict limit or requirement to sell if a small-cap stock reaches the upper end of the market cap threshold, which allows flexibility to continue holding successful companies.

 

The podcast was recorded on February 28^th, 2024.

 

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

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