FidelityConnects

VISION 2025: Diversifying your equity strategy with Global Equity+ Fund – Mark Schmehl, Dan Dupont and Hugo Lavallée


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On Wednesday January 22, Fidelity Investments Canada hosted VISION 2025 Toronto, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. During the afternoon the Fidelity Global Equity+ Fund trio of portfolio managers hit the stage. Hugo Lavallée moderated the session with his colleagues Dan Dupont and Mark Schmehl. We’ll hear today how this fund is a combination of their distinct styles, setting the fund apart and bringing diversification. These experienced portfolio managers who all manage funds of their own and have worked together for 20 years, hit the stage for nearly an hour.

Advisors can watch full video replays of the event and qualify for CE Credits. Please visit fidelity.ca or reach out to your wholesaler for more information.

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.

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