Portfolio manager Patrice Quirion takes us through his investment approach to finding quality at a reasonable price. For Canadian investors, Patrice manages Fidelity Global Concentrated Equity Fund, and Fidelity International Concentrated Equity Fund. Patrice reflects on 2021 and shares his current strategy looking ahead at 2022’s market environment, noting there are similarities and differences between the two years. Some of this is the reopening trade with anticipations turning into actual events taking place, and the renormalization of spending, away from goods and more into services. Being a global investor, Patrice also shares why investors should be looking beyond the U.S. Patrice unpacks if the pandemic permanently changed consumer behaviours, and touches on how he looks at market trends and leadership, as a contrarian investor.

Recorded on January 26, 2022.

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