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Episodes
Friday May 10, 2024
Friday May 10, 2024
On April 18th and April 19th, Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today’s podcast features portfolio manager Hugo Lavallée. Hugo manages several portfolios including Canadian Opportunities Fund, as well as co-manages Global Equity Plus fund with Mark Schmehl and Dan Dupont. Hugo sits down with host Glen Davdison to talk about his investment style and what opportunities he’s excited about these days. Hugo also digs deep into his contrarian style of investing, explains how artificial intelligence is an area of opportunity, and where around the world he’s finding companies to invest in.
Recorded on April 18, 2024.
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