Portfolio manager David Way is featured on today’s episode. For Canadian investors, Dave manages Fidelity Long/Short Alternative Fund, and he explains his investment approach to host Pat Bolland, noting how the fund allows him to own stocks that he is both optimistic and more pessimistic about. Dave explains how he looks for change happening in an industry that could have an impact on stocks, but the market is not yet paying attention to. This is done balancing optimism about the future, and short-term bumps or challenges. Dave further details the short side of the portfolio, comments on trends he is currently following, opportunities he is seeing, and promotes the benefits of Fidelity’s research resources.

Recorded on January 26, 2022.

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