FidelityConnects

Seeking to capture alternative sources of alpha – David Way and Brett Dley


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On today’s podcast we’re shining the spotlight on alternative strategies at Fidelity, with portfolio managers Brett Dley and David Way. Both Brett and Dave joined Fidelity in 2008 as research analysts, covering a variety of sectors and managing their respective components of Fidelity Canadian Disciplined Equity Fund. Then in 2019, regulatory changes created an opportunity for them to use their unique skillsets to lead two of Fidelity’s liquid alternative strategies. Now, Brett manages Fidelity Market Neutral Alternative Fund, and Dave manages Fidelity Long/Short Alternative Fund. Today they join host Rory Poole to share the thesis behind their respective funds, and comment on how they’re seeking to find the winners and capitalize on the potential losers.
Recorded on December 8, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
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FidelityConnectsBy Fidelity Canada

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