Portfolio manager Kyle Weaver seeks out companies that have lower valuations relative to their long-term earnings potential, specifically looking for companies that have a set of secular business model drivers that can grow over a three to seven year horizon. Kyle takes a value approach to growth investing, which includes looking for companies that fit into three categories: hyper-growth companies, strong long-term growth companies, and durable growth companies. Kyle explains how his favourite category are the hyper-growth or “tipping point” stocks such as tech companies currently growing fast but losing money, or early stage biotech companies. In 2019 Kyle joined the team of portfolio managers on the Fidelity NorthStar® and NorthStar® Balanced Fund. In January 2020 his U.S. Growth Opportunities Class was launched for Canadian investors.

Recorded on December 2, 2020.