With so much opportunity being presented to investors everyday, it can be a challenge separating good opportunities from great ones.
Today we speak to James Abela, Portfolio Manager of the Fidelity Global Future Leaders Fund, about the companies in his portfolio but also two that are not. Together, we unpack:
- Why global small and mid cap stocks are proving such a fruitful part of the market
- What he has learned from 5 years managing the Future Leaders Fund
- Why James has avoided Roblox
- When James looks to sell his winners - using Arista Networks as a case study
- A deep dive into Games Workshop, a stock in his portfolio
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Thank you to Fidelity for sponsoring this episode.
Learn more about the Fidelity Global Future Leaders Fund by visiting their website.
Read Maroun's report: Unveiling Tomorrow's Titans
Consider the PDS and TMD available at Fidelity.com.au and whether this product is suitable for you. FIL Responsible Entity (Australia) Limited ABN 33 148 059 009 AFSL 409340. Read Fidelity’s full disclaimer.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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