Since joining Fidelity in 2002, portfolio manager Hugo Lavallee has held an impressive track record. For Canadian investors Hugo manages Fidelity Greater Canada Fund, Canadian Opportunities Fund, and Climate Leadership Fund. Hugo is known for his contrarian investment style, and today he’s going to talk about what that means for his three funds and where he’s finding opportunities to support these strategies. He’ll also explain the difference between a value investor and a contrarian, share his thoughts on this past earnings season, global macro influences, and climate, among other topics.

Recorded on December 8, 2022.

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