Market leadership shifting from growth to value? - Salim Hart and Naveed Rahman

April 10, 2020

Salim Hart, portfolio manager, and Naveed Rahman, institutional portfolio manager, emphasize that the goal of their portfolio is to find stocks that trade at their intrinsic value, but that are still cheap. They manage Fidelity Global Intrinsic Value Class alongside Joel Tillinghast, and place an emphasis on companies that are high quality in nature, generate above-average returns, are less leveraged, and are found at the intersection of where value meets quality - in other words, companies one would expect to hold up in a period of volatility and that are defensive by nature.

Recorded on April 7, 2020.

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