Jed Weiss's guest appearances

Jed Weiss

FidelityConnects

Eric Balchunas

Rod Phillips

Will Danoff

Jeff Moore

Michael Kim

Jurrien Timmer

Himesh Patel

Jason Kenney

Robert Reynolds

Michael Robertson

Christopher Lee

Kyle Weaver

Ramona Persaud

Andrew Clee

François Pellerin

OwlTail

Today we’re joined by portfolio manager Jed Weiss who shares his thoughts on international markets and what opportunities he’s finding in today’s current market environment. Jed manages Fidelity International Growth Fund, which launched roughly 15 years ago with a Canadian version launching shortly afterwards. The fund targets companies with multiyear structural growth prospects, high barriers to entry and attractive valuations, based on earnings forecasts. The fund is a concentrated one with only 75 companies and Jed notes he is looking for companies that can maintain or even raise their price despite extremely adverse economic environments. Jed also touches upon where he sees growth opportunities including Japan and Africa. Recorded on February 16, 2023. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Today we’re joined by portfolio manager Jed Weiss who shares his thoughts on international markets and what opportunities he’s finding in today’s current market environment. Jed manages Fidelity International Growth Fund, which launched roughly 15 years ago with a Canadian version launching shortly afterwards. The fund targets companies with multiyear structural growth prospects, high barriers to entry and attractive valuations, based on earnings forecasts. The fund is a concentrated one with only 75 companies and Jed notes he is looking for companies that can maintain or even raise their price despite extremely adverse economic environments. Jed also touches upon where he sees growth opportunities including Japan and Africa. Recorded on February 16, 2023. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit <a href="https://www.fidelity.ca/en/howtobuyfidelityfunds/" rel="nofollow" target="_blank">fidelity.ca/howtobuy</a> for more information. For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

International equities at the forefront – Jed Weiss

The reopening story from an investment perspective is different in many parts of the world. Portfolio manager Jed Weiss provides insights on a rather uneven international recovery and where he is seeing opportunities. Jed manages the Fidelity International Growth Fund. He says that Covid has been disruptive for several industries, but disruption can lead to investment opportunities. He adds that he's finding opportunities in travel software, commercial catering, and aerospace, noting that aerospace companies have been given the opportunity to cut costs in the market. Jed also notes that he sees investment opportunities in both China and more developed economies. He believes that once the recent regulatory initiatives have been solved, the big tech platforms in China are likely to be the dominant players in the future. Jed also discusses various opportunities in the health care sector. He says blood-plasma based drugs are part of an oligopoly with significant barriers to entry. Recorded on August 13, 2021. Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_weiss_13aug.pdf

The reopening story from an investment perspective is different in many parts of the world. Portfolio manager Jed Weiss provides insights on a rather uneven international recovery and where he is seeing opportunities. Jed manages the Fidelity International Growth Fund. He says that Covid has been disruptive for several industries, but disruption can lead to investment opportunities. He adds that he's finding opportunities in travel software, commercial catering, and aerospace, noting that aerospace companies have been given the opportunity to cut costs in the market. Jed also notes that he sees investment opportunities in both China and more developed economies. He believes that once the recent regulatory initiatives have been solved, the big tech platforms in China are likely to be the dominant players in the future. Jed also discusses various opportunities in the health care sector. He says blood-plasma based drugs are part of an oligopoly with significant barriers to entry. Recorded on August 13, 2021. Transcript (PDF): <a href="https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_weiss_13aug.pdf" rel="nofollow" target="_blank">https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_weiss_13aug.pdf</a>

International growth in focus - Jed Weiss

Portfolio manager Jed Weiss looks at the global industries and sectors primed for recovery as economies reopen for business. For Canadian investors, Jed manages Fidelity International Growth Fund, an equity offering that invests primarily in opportunities outside of North America. Jed invests in companies that he believes will benefit from multi-year structural growth and high barriers to entry and that are trading at attractive valuations. COVID-19 created a lot of new opportunities and Jed explains how he was able to deploy incremental capital into companies that fit into three categories: companies which were once too highly priced, companies that have resilient business models and it didn’t make sense that they were down, and businesses that got better as a result of the crisis, but stock was down. Recorded on June 19, 2020.

Portfolio manager Jed Weiss looks at the global industries and sectors primed for recovery as economies reopen for business. For Canadian investors, Jed manages Fidelity International Growth Fund, an equity offering that invests primarily in opportunities outside of North America. Jed invests in companies that he believes will benefit from multi-year structural growth and high barriers to entry and that are trading at attractive valuations. COVID-19 created a lot of new opportunities and Jed explains how he was able to deploy incremental capital into companies that fit into three categories: companies which were once too highly priced, companies that have resilient business models and it didn’t make sense that they were down, and businesses that got better as a result of the crisis, but stock was down. Recorded on June 19, 2020.