Portfolio manager Dan Dupont is today’s guest, catching up with host Pat Bolland. Since joining Fidelity in 2001 as a research analyst, Dan has gone on to manage several mandates including a portion of Fidelity NorthStar Fund, managing Fidelity Canadian Large Cap Fund - a value-oriented large cap strategy, and Fidelity Global Value Long/Short Fund. You might be asking yourself how has Dan - a value investor - done managing a Long/Short fund? Today Dan explains how he manages this liquid alternative strategy with the same investment principles as his long-only ones. This includes a look at how merger arbitrage works, a continued focus on downside protection, and comments on macro variables and the market cycle. Dan also takes questions from the live audience, as this discussion was originally featured at a live event for financial advisors. As this was from a live event, you’ll hear references to a few slides displayed to the room.

Recorded on December 8, 2022.

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