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Episodes
Thursday Aug 18, 2022
Thursday Aug 18, 2022
Veteran portfolio manager Steve DuFour joins us today, manager of the concentrated Fidelity U.S. Focused Stock Fund, for Canadian investors. 2022 has been a turbulent year in equity markets and Steve shares with us today where he is currently finding opportunities using his rigorous stock-picking process, and he notes the key to his process is focusing on relative earnings growth during this time of bearish economic outlook. Today with host Pamela Ritchie, Steve also reflects on the energy sector, e-commerce payment companies vs. the traditional payments companies, and healthcare, among other topics. One interesting note on healthcare is Steve sharing that healthcare in the U.S. is moving towards small and personalized medicine for small subsets of the population.
Recorded on August 11, 2022.
Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-dufour-august11.pdf
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