Institutional Portfolio Manager Tom Rollins provides an update on Fidelity U.S. Growth Opportunities Class and what to look for as the vaccine rollout accelerates in the U.S. Tom works closely with portfolio manager Kyle Weaver, and explains they aim to use volatility to their advantage, and mainly search for companies with good cash flows and earnings. So as a result, it is less likely for Kyle and Tom to make big bets on lower-quality companies. Today, Tom reflects on the last year, noting the winds have changed, in that the big secular winners looked great off the market bottom, but are now expensive. Tom and host Pamela Ritchie also look at e-commerce, healthcare, inflation, and IPO (initial public offering) investing.

Recorded on April 6, 2021.