Portfolio manager of Fidelity Founders® Class, Dan Kelley, joins the show today. The fund was launched in Canada in April 2018 and is focused on harnessing the entrepreneurial spirit of founder-led companies, through small-, medium- and large-cap companies, as well as private offerings. Dan shares how founder-led companies have excelled in the past couple of years, why their eccentric nature works, and how innovative companies have gotten us through the pandemic; they have rolled out new vaccines in a matter of months, improved our cloud and software technology to adapt to the home office life and more. He reflects on founders’ personality types, tending to be eccentric risk-takers. With the right underlying skillset and vision, Dan believes embracing the founders’ unique nature brings their companies to new heights and scales. He also discusses ESG and its growth potential, recognizing that more and more companies are becoming committed to reducing their carbon footprint. He believes that going forward, we will witness a huge shift in emissions, as energy sectors can be both powerful and committed to ESG.

Recorded on November 9, 2021.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_kelley_9nov.pdf