Trending
Presented by: Becky Baker | Portfolio Manager
Key Takeaways
Fidelity U.S. large cap growth portfolio managers identify the major investment themes they expect to drive accelerating revenue and earnings growth over the next several years.
Among the compelling insights conveyed are:
- A growing tailwind for consumer internet companies.
- Music labels generating greater royalty revenue from new and expanding markets
- An underappreciation for the favorable supply/demand profile for fossil-fuel energy producers.
- New growth opportunities tied to a renewed focus on health & wellness, including weight-loss drugs, exercise and food consumption .
At Fidelity, portfolio managers identify opportunities for growth by:
- Building a differentiated view of what companies can earn over a multiyear period.
- Investing in companies we believe can beat the broader market’s earnings expectations and raise guidance.
- Looking for companies that can produce durable earnings growth through a variety of market environments.
- Investing in companies where the market is underappreciating their rate of growth or mispricing the sustainability of growth.
Learn more about the Fidelity’s equity growth strategies managed by our featured speakers here.
Related: Latest Trends in Portfolio Construction: What You Need to Know