Finding the Next Big Thing in Investing with Expert Fund Manager James Abela

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

———

Get access to every episode 24 hours before YouTube by subscribing for free:
On Spotify - https://open.spotify.com/show/2ZzAxux...
Or Apple Podcasts - https://podcasts.apple.com/au/podcast...

———

Want to get involved?
- Join our daily mailing list to stay up to date on all things in business and markets: https://equitymates.beehiiv.com/subsc...
- Ask us a question: https://equitymates.com/get-in-touch/
- Join the conversation in the Facebook Discussion Group Facebook: equitymates
- Instagram:  Instagram: equitymates  
- X:  Twitter: EquityMates
- TikTok: TikTok: equitymates
- LinkedIn: LinkedIn: equity-mates

———
Equity Mates Investing is a product of Equity Mates Media.

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.

Equity Mates Media operates under Australian Financial Services Licence 540697.