Veteran Fidelity portfolio manager Dan Dupont shares what the term “aggressive patience” means to him, and lessons learned while investing across his 20+ year career. Dan also provides an update on his funds. For Canadian investors, he manages Fidelity Canadian Large Cap, Global Value Long/Short, is a co-portfolio manager on NorthStar and is an underlying fund manager on several funds.
Dan notes how he sticks to his deep-value process through the various stages of the market cycle, reflects on the market activity seen this year, and shares some perspectives on what’s to come.
Recorded on August 16th, 2022, at Fidelity Canada’s recent Focus 2022 event in Vancouver.
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