TOL - 1st Oct, 2021
Finding the large-caps of tomorrow in a small-cap fund
The range of global mid- and small-caps is a far flung galaxy, so you'd best pay attention or you'll miss the next rocket ship. The best and biggest stocks in the world today began as fledgling small caps and these turned out to be the investment opportunity of a lifetime.
But with an investible universe as vast and uncharted as this, where do you begin looking for the right investments?
The Fidelity Global Future Leaders Fund covers small to mid-caps between the $1 billion to $40 billion range. It approaches investing by looking at Growth opportunities with a Value overlay, which means you can tap into the leaders of tomorrow while still appreciating sound principles and fundamentals. This strategy focuses on three key pillars high viability, high sustainability and high credibility companies.
In this video, James Abela provides a detailed explanation of how the fund finds the leading small companies that will become tomorrow's champions.
Learn more about the global future leaders of tomorrow
There’s so much more to global investing than the mega household names such as Apple and Amazon that everyone is familiar with. With Fidelity’s on-the-ground global coverage, we can bring our clients the winners of tomorrow, today. Click on the Fund Profile below or visit our website to find out more.
Managed Fund
Fidelity Global Future Leaders
Global Shares
View
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
James has been portfolio manager of the Fidelity Future Leaders Fund since 2013, after joining Fidelity in 2003. Prior to that he worked at Constellation Capital Management, BNY Equities and Ernst & Young. James holds a Master of Commerce.
........
Livewire gives readers access to information and educational content provided by financial services professionals and companies ("Livewire Contributors"). Livewire does not operate under an Australian financial services licence and relies on the exemption available under section 911A(2)(eb) of the Corporations Act 2001 (Cth) in respect of any advice given. Any advice on this site is general in nature and does not take into consideration your objectives, financial situation or needs. Before making a decision please consider these and any relevant Product Disclosure Statement. Livewire has commercial relationships with some Livewire Contributors.
2 topics
1 fund mentioned
1 contributor mentioned
James has been portfolio manager of the Fidelity Future Leaders Fund since 2013, after joining Fidelity in 2003. Prior to that he worked at Constellation Capital Management, BNY Equities and Ernst & Young. James holds a Master of Commerce.
Expertise
James has been portfolio manager of the Fidelity Future Leaders Fund since 2013, after joining Fidelity in 2003. Prior to that he worked at Constellation Capital Management, BNY Equities and Ernst & Young. James holds a Master of Commerce.
Expertise
Comments
Comments
Sign In or Join Free to comment