Joining us on today’s podcast is portfolio manager Dan Dupont. Dan initially joined Fidelity in 2001 as a research analyst, and now manages multiple mandates including Fidelity Canadian Large Cap Fund – a value-oriented large cap strategy. Dan also co-manages Fidelity NorthStar Fund, alongside Joel Tillinghast, Sam Chamovitz, Morgen Peck and Kyle Weaver. In October 2020, Dan’s Global Value Long/Short Fund was launched, which seeks to exploit mispricing of value-oriented stocks, utilizing a combination of both long and short positions. Today Dan will share how he approaches building his portfolios, what he is currently excited about and bullish on, and how today’s macro themes may be impacting how Dan manages his portfolios. This discussion was recorded during our recent Focus 2022 event on May 17th in Vancouver, with Dan also taking questions from the live and virtual audience. Advisors are encouraged to watch full video replays of the event by visiting fidelity.ca or reaching out to your Fidelity representative.
Recorded on May 17, 2022.
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