FOCUS 2024: A tactical approach to income investing – Adam Kramer and Scott Mensi

On May 30, Fidelity Investments Canada hosted FOCUS 2024 Vancouver, a daylong event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. One of the day’s sessions was a look at Fidelity Tactical High Income Fund, with portfolio manager Adam Kramer, and institutional portfolio manager Scott Mensi. Adam and Scott reflect on how the fund offers the potential for income and capital growth through investments across a broad spectrum of income-producing securities. This is accomplished by having the flexibility to invest where the best opportunities exist, being unconstrained by asset allocation profiles or benchmark weightings. These opportunities originate from a wide range of income-oriented asset classes, across the yield-beta spectrum. Stay tuned to learn more.

Recorded on May 30, 2024.

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