Vincent Montemaggiore

Vincent Montemaggiore, a seasoned portfolio manager at Fidelity, shares invaluable insights on navigating tariffs and market disruptions. He discusses the importance of high gross profit margins and pricing power for robust investment strategies. The conversation highlights the shift towards European growth opportunities and the significant role of AI in enhancing business efficiencies. Montemaggiore emphasizes maintaining an objective perspective to counter behavioral biases and the necessity of collaboration in investment firms to tackle uncertainties.