On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. Dividend-focused portfolio manager Ramona Persaud hit the stage early in the day, joining host Kathryn Black to discuss her approach to value investing. For three consecutive years Ramona has been recognized as one of Morningstar’s top 10 rated female portfolio managers. Morningstar considers risk-adjusted returns when looking at investment products and managers, and today Ramona shares how she looks at risk playing into her process, while focusing on providing a smoother ride for the investor. Ramona and Kathryn also discuss North American dividend payers versus European or Asian companies, as well as the market volatility we’ve seen so far this year, which has been centred around inflation and central bank uncertainty in the financial sector. Ramona also touches on her market outlook and how her funds are currently positioned. She also shares insights on the global strength of Fidelity’s research teams.

Recorded on May 11, 2023.

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