Today’s guest is Darren Lekkerkerker, joining host Pamela Ritchie for an engaging discussion on how he’s navigating today’s market dynamics, while maintaining a focus on high quality companies that can compound free cash flow, have good growth, and is a monopoly. Darren manages the Fidelity North American Equity Class, and co-manages the Fidelity Global Natural Resources Fund, alongside Joe Overdevest. In North American Equity Class, his current focus spans financials, industrials, and consumer discretionary sectors. Darren also shares insights on uncovering opportunities in natural recourses – including coal and copper specifically.
Recorded on November 19, 2024.
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