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