With so much opportunity being presented to investors everyday, it can be a challenge separating good opportunities from great ones.

Today we speak to James Abela, Portfolio Manager of the Fidelity Global Future Leaders Fund, about the companies in his portfolio but also two that are not. Together, we unpack:

Why global small and mid cap stocks are proving such a fruitful part of the market
What he has learned from 5 years managing the Future Leaders Fund
Why James has avoided Roblox
When James looks to sell his winners - using Arista Networks as a case study
A deep dive into Games Workshop, a stock in his portfolio

—------

Thank you to Fidelity for sponsoring this episode.

Learn more about the Fidelity Global Future Leaders Fund by visiting their website.

Read Maroun's report: Unveiling Tomorrow's Titans

Consider the PDS and TMD available at Fidelity.com.au and whether this product is suitable for you. FIL Responsible Entity (Australia) Limited ABN 33 148 059 009 AFSL 409340. Read Fidelity’s full disclaimer.

—------

Looking for some of our favourite research tools?

Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

—------

Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Separating what's real from the hype: Roblox, Games Workshop and more - James Abela | Fidelity

Equity Mates Investing Podcast

Separating what's real from the hype: Roblox, Games Workshop and more - James Abela | Fidelity