Expert: James Abela - How you can spot the next global future leader | Fidelity Global Future Leaders Fund

Equity Mates Investing Podcast

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.

Visit fidelity.com.au to find out more.

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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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.

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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.

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