In September 2022, the Fidelity Global Small Cap Opportunities Fund was launched. This fund is managed by Connor Gordon and Chris Maludzinski, who are today’s guests. Connor and Chris speak with host Glen Davidson, VP Regional Sales Ontario, and today’s episode was recorded in front of a live audience, on stage at a recent event for advisors held on October 26th in Toronto. Both Connor and Chris began as analysts with Fidelity in 2008. After demonstrating a strong ability to identify small-cap winners, they began managing a Global Small Cap fund for institutional clients 3 years ago, before the retail Global Small Cap Opportunities was launched in September 2022. Connor and Chris share some more background on themselves and what they learned initially as analysts. They also touch on the psychology around small caps, dive into the investment thesis behind their fund, explain the Fidelity global research resources available to them, and offer some thoughts on how this fund could fit into one's overall portfolio.

Recorded on October 26, 2022.

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