Portfolio manager Adam Kramer and Institutional Portfolio Manager Scott Mensi are today’s guests. Adam is portfolio manager of Fidelity Tactical High Income Fund, with the team rounded out by Scott and subportfolio managers Ramona Persaud and Ford O’Neil. Today Adam and Scott share their investment approach with host Pat Bolland, explaining their strategy and what opportunities they are currently seeing in the multi-asset income space. This includes a focus on taking advantage of selloffs where too much bad news is priced in and the market has mispriced risk. They take a flexible approach, noting how the leaders in asset classes change each year, and they aim to adapt accordingly. Also on the topic of flexibility, the fund is U.S. centric but has the ability to go anywhere.

Recorded on January 26, 2022.

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