The growth investors’ guide to finding deep value - Kyle Weaver
Fidelity U.S. Growth Opportunities Class portfolio manager Kyle Weaver brings a value driven approach to growth investing to his fund, which was launched for Canadian investors in January 2020. Kyle looks at secular trends and where society is transitioning, rather than the market cycles. He looks at a 3 - 5 year horizon for companies, but that are currently trading at a reasonable price. This is a mix of current well-known blue-chip companies, but also the blue-chip companies of tomorrow. Also, Kyle reflects on 2020 and how his fund was positioned and performed during the market volatility in March and April. In 2019 Kyle joined the team of portfolio managers on the Fidelity NorthStar® and NorthStar® Balanced Fund.
Recorded on January 27, 2021.
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