FidelityConnects

Finding hidden gems in global small caps – Connor Gordon


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Joining the show today is portfolio manager Connor Gordon. Today's uncertain marketplace has highlighted the importance of investing in high-quality names. Late last year, Fidelity launched Global Small Cap Opportunities Fund, which aims to uncover value by identifying high quality companies that are mispriced. Could a position in this space be what investors need during a time of market volatility? Connor joins host Bryan Borzykowski to discuss all of this and more, including an update on the fund and explaining why investors should be looking at small caps. From a long-term perspective, Connor is a believer in market leadership and given that the last 12 years have been led by U.S. large cap and tech stocks, a favour to global small caps could be favourable. Short term, small caps are attractively valued currently with a wide valuation spread relative to large caps. He’ll also touch on the complimentary approach achieved by Connor and co-portfolio manager Chris Maludzinski, bringing a diversity of experience from their sector coverage and Fidelity career experience. Also, the funds sell discipline and where they are finding investment opportunities globally, among other topics.
Recorded on March 16, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
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