Jed Weiss, long-serving portfolio manager of Fidelity International Growth Fund, reflects on how the market dislocations in 2020 presented investment opportunities. Jed targets companies with multiyear structural growth prospects, high barriers to entry and attractive valuations, based on his earnings forecasts. In today’s podcast he comments on trends he is currently seeing, his fund’s top holdings, and his sell discipline. Given that Jed runs an international fund, he explains how he utilizes worldwide Fidelity research analysts for local analysis, and navigating regional regulatory initiatives.
Recorded on January 13, 2021.