Portfolio manager Steve MacMillan is today’s guest. Steve sits down with host Pat Bolland, for a discussion recorded in front of a live audience at our December Focus2022 event for financial advisors. Steve joined Fidelity in 2008, and for Canadian investors, Steve manages Fidelity Small Cap America Fund and Fidelity American Equity Fund. He also co-manages Fidelity CanAm Opportunities Class alongside Mark Schmehl. Recently Steve was appointed Director of Research for U.S. equities, responsible for leading Fidelity’s Toronto-based U.S. equity research team. Steve will provide an update on his portfolios today as well as sharing his thoughts on secular trends, how he maintains low portfolio turnover, growth vs. value, and large vs. small cap performance, among other topics.

Recorded on December 8, 2022.

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