On September 24, Fidelity Investments Canada hosted FOCUS 2024 Montreal – a bi-lingual event connecting our portfolio managers directly with advisors. For French podcasts from the event, please keep an eye on our DialoguesFidelity podcast, those will be released soon. Today’s podcast brings you Adam Kramer and Scott Mensi’s session from the event, focusing on fixed income, and their fund Fidelity Tactical High Income Fund, managed alongside Ford O’Neil and Ramona Persaud. This event was a homecoming for Adam, portfolio manager, who is originally from Montreal and shares a bit about his journey that brought him to Fidelity in Boston. Among other topics he also shares how the fund is built and has had a strong process driven approach over time. Scott, institutional portfolio manager, shares the various asset classes that make up the fund, and how those have shifted over time. Please note, there were a few charts shown to the live audience during the event.

Recorded on September 24, 2024.

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