Kyle Weaver is the portfolio manager of Fidelity U.S. Growth Opportunities Class, and portfolio co-manager of Fidelity NorthStar® Fund, alongside Joel Tillinghast and Dan Dupont. Kyle believes this market volatility has created buying opportunities as attractive businesses go on sale. Through this market correction, Kyle maintains his investment approach of looking at growth stocks that are not macro-dependent, and that have a set of secular business model drivers that can create significant value over a long-term horizon. Kyle explains how he invests by concentrating on dislocations between stock prices and business models, which has been amplified during this period of volatility.
Recorded on April 16, 2020.