Portfolio manager Kyle Weaver joins the show today for a look at the U.S. equities investment landscape as we head towards the end of 2021. For Canadian investors, Kyle manages Fidelity U.S. Growth Opportunities Class and is a co-portfolio manager on Fidelity NorthStar® Fund alongside Joel Tillinghast and Dan Dupont. Kyle shares how he is a growth manager who believes in deep value, and focuses on finding the undiscovered future blue-chip companies. Additionally, long-term growers and resilient growers who will prove to be very cheap on a three to seven year view are Kyle’s ideal investments. Today in speaking with host Pamela Ritchie, Kyle shares he is finding value-based care and healthcare a promising area. Also, Kyle is looking at companies that combine e-commerce and brick & mortar together, sharing that companies that allow the consumer to buy online and pick-up in store, and do it well, are becoming people pleasers. Kyle shares he is seeing some powerful macro factors currently, but doesn’t get caught up in macro and remains focused on stock-picking. He looks at what's just short term noise and what may be here to stay, while noting he aims to take advantage of this noise while remaining a disciplined investor.

Recorded on November 2, 2021.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_weaver_2nov.pdf