Episode description

Today’s guest is James Abela, the co-portfolio manager of the Fidelity Global Future Leaders Active ETF (ASX: FCAP).

Sifting through the universe of small to mid-cap listed companies can be very difficult. In today’s episode James shares his approach to finding and constructing a portfolio of the future leaders.

We discuss his framework of using quality, value, momentum and transition, and we use some case studies to illustrate the investment philosophy.

In today’s episode we cover: 

• The characteristics that make a ‘global future leader’
• The hallmarks of a strong competitive advantage
• How to assess the sustainability of a competitive advantage
• Two stocks that encompass the investment approach and are global future leaders

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Fidelity’s new range of active ETFs covering India, Asia, concentrated Australian equities and global small and mid caps, puts their 400 investment experts at your fingertips. Access the best of Fidelity’s hand-picked investments in just one trade.

Find out more about the Fidelity Global Future Leaders Active ETF.

Issued by FIL Responsible Entity (Australia) Limited, AFSL No. 409340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD available at www.fidelity.com.au.

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