Portfolio manager Steve DuFour explains how he invests in companies poised to take advantage of disruption, and details his 5 step screening process to arrive at a concentrated portfolio that meets his specific criteria. For Canadian investors, Steve manages Fidelity U.S. Focused Stock Fund, and he typically starts with the S&P 500 when looking for companies to screen, but he has been gradually adding international companies to his screening list. Steve spends a lot of time looking at ESG data, and the social aspect of how companies treat their employees is very important to him. Today, Steve also comments on the healthcare sector, 5G, bitcoin and crypto, and the ongoing growth of digitization which was accelerated in 2020 by the coronavirus pandemic.

Recorded on January 27, 2021.