Don Newman, portfolio manager, shares what initially got him into investing, discusses Fidelity’s research resources, and touches on the benefits of individual investors having a financial plan. Don’s investment process is to search for companies with strong balance sheets, but that are not so attractive that their valuations have been blown out of proportion. Don also explains how he is positioning his funds to generate income with dividend investing, and shares his outlook for markets and dividend investing in 2021. Don is Director of Research at Fidelity Investments Canada, and portfolio manager of Fidelity Dividend Plus Fund. Don also is equities sub portfolio manager on several funds, including Fidelity Dividend Fund, and Fidelity Monthly Income Fund.

Recorded on December 17, 2020.