Will Danoff and Joel Tillinghast are veteran portfolio managers with different investment styles. For Canadian investors, Will and Joel co-manage Fidelity Global Growth and Value Class. This fund combines Will’s focus on growth and investing in “best-of-breed” firms with Joel’s focus on value, specifically companies undervalued by the market that have the potential for long-term capital appreciation. Will and Joel connect in from Boston, and comment how they miss being able to travel to Toronto to see their Canadian colleagues, but overall praise Fidelity’s response to transitioning to working from home throughout 2020. In addition to reflecting on 2020’s digital transformations, Will and Joel also look at how the market is now looking ahead to economies re-opening amidst the vaccine rollouts, and what sectors they are viewing more favourably.

Recorded on January 27, 2021.