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. On today’s podcast, we’re bringing you portfolio manager Dan Dupont’s session from the event, sitting down with host Pat Bolland. Dan is known for his time managing Fidelity Canadian Large Cap Fund, and today he shares why a focus on downside protection continues to be important. He’ll unpack how he’s achieved capturing close to one third of the overall market downside with this fund. Additionally, Dan shares his thoughts on the current market environment, and how he is positioning his funds accordingly. This includes shorting opportunities in Fidelity Global Value Long/Short Fund. Dan and Pat also field questions from the live audience, and please note you will hear references to a few slides that were displayed to the room.

Recorded on May 11, 2023.

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