Hunting for 10-baggers. For many investors, that's what it is all about. Searching for those high-quality compounding companies that can turn each $1 invested into $10.
Our guest today has made a career of this pursuit. James Abela, portfolio manager at Fidelity, has a particular focus on small-and-mid cap companies and runs the Fidelity Global Future Leaders Active ETF (ASX: FCAP).
In our conversation today, we speak to James about:
- How small caps have held up in the current market environment
- James' 3-part framework for assessing the quality of companies
- How small caps move in phases, and where he likes to invest
- The things that James worries about in a portfolio
- Two stocks that James finds particularly interesting right now
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This episode has been sponsored by Fidelity. Thank you to Fidelity for helping keep all of our content free.
The Fidelity Global Future Leaders Active ETF harnesses Fidelity’s global network of 400+ investment experts, by focussing on finding global small to mid-caps companies with the potential for high growth. Invest in a diversified portfolio of Fidelity’s best ideas, designed to outperform the market, and deliver more consistent returns through market cycles.
Find out more about the Fidelity Global Future Leaders Active ETF
Issued by FIL Responsible Entity (Australia) Limited AFSL No 409340 (‘Fidelity Australia’). This has been prepared without taking into account your objectives, financial situation or needs. You should seek independent advice before acting on the information. Consider the PDS and TMD for the Fund at fidelity.com.au. The issuer of Fidelity’s managed investment schemes is FIL Responsible Entity (Australia) Limited ABN 33 148 059 009. © 2024 FIL Responsible Entity (Australia) Limited. Fidelity, Fidelity International, the Fidelity International logo and F symbol are trademarks of FIL Limited.
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