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This month we’re celebrating 7 years of FidelityConnects - and 7 years of Fidelity Founders Class - a core equity strategy with a large-cap, growth bias, focused on harnessing the entrepreneurial spirit of founder-led companies. And in a full circle moment, Founders Class portfolio manager Dan Kelley was our first guest on Connects! As we reflect on the past seven years, we’ve seen a dynamic macro environment reshape the way investors think, act and allocate. So how has the environment influenced the way founder-led companies are identified? And what continues to drive long-term conviction? Joining the show today are portfolio managers Dan Kelley and Tom Williams, for a look back - and forward - at how those shifts have impacted both the market and the fund.
Recorded on April 23, 2025.
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
4.9
88 ratings
This month we’re celebrating 7 years of FidelityConnects - and 7 years of Fidelity Founders Class - a core equity strategy with a large-cap, growth bias, focused on harnessing the entrepreneurial spirit of founder-led companies. And in a full circle moment, Founders Class portfolio manager Dan Kelley was our first guest on Connects! As we reflect on the past seven years, we’ve seen a dynamic macro environment reshape the way investors think, act and allocate. So how has the environment influenced the way founder-led companies are identified? And what continues to drive long-term conviction? Joining the show today are portfolio managers Dan Kelley and Tom Williams, for a look back - and forward - at how those shifts have impacted both the market and the fund.
Recorded on April 23, 2025.
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
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