With an aim to achieve long-term capital growth, the recently launched Fidelity Advanced U.S. Equity Fund uses a proprietary quantitative model based on advanced research capabilities in the construction of its portfolio. Where might this strategy fit within a portfolio? How is Fidelity working to help you stay ahead of emerging opportunities?  Christopher Lee, Portfolio Manager, and Gilbert Haddad, Head of Advanced Strategies and Research, join host Glen Davidson to unpack how Fidelity’s proprietary fundamental research and quantitative capabilities come together in this strategy.

Recorded on February 18, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.