In October 2020, Fidelity Investments Canada launched a series of liquid alternative funds. Many liquid alternative funds seek returns that are less correlated with traditional asset classes, by using additional investment strategies such as short selling, borrowing or derivatives. This can widen the scope of opportunities available to investors beyond long-only investing. On a recent podcast, we heard from portfolio manager Dan Dupont, who manages Fidelity Global Value Long/Short Fund. Today we hear from two portfolio managers who both started at Fidelity in 2008 as analysts. We’ll hear from Brett Dley, manager of Fidelity Market Neutral Alternative Fund, and Dave Way, manager of Fidelity Long/Short Alternative Fund. Leading the discussion is Rory Poole, Alternative Strategist. Among other topics, Brett and Dave share their thoughts on the current market environment, as well as some details on their individual investment approaches and their respective funds' strategy.
Recorded on August 16th at Fidelity Canada’s recent Focus 2022 event in Vancouver.
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