Joining the show today to discuss how he’s navigating this year’s market environment within the context of a liquid alternative strategy is Brett Dley, Portfolio Manager. Brett joined Fidelity in 2008 as a research analyst, and initially covered a variety of sectors and managed the sector’s respective component of Fidelity Canadian Disciplined Equity Fund. In 2019, regulatory changes created an opportunity for Brett to use his unique skillsets to lead a new liquid alternative strategy, Fidelity Market Neutral Alternative Fund. Today, Brett joins host Rory Poole, Director, Alternatives, to share the thesis behind his fund, and comment on how he’s seeking to find the winners and capitalize on the potential losers. Brett also explains how a long/short strategy may be successful in periods of volatility, and where he is seeing opportunities in the second half of 2023.
Recorded on June 22, 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.
Create your
podcast in
minutes
It is Free