2021 Outlook Notes from Fidelity Global Innovators Fund Portfolio Manager, Mark Schmehl

The Fidelity Global Innovators Fund is part of the Capital Growth allocation bucket in many of our clients' portfolios. Positioned to boost returns and replenish cash flow, the Capital Growth bucket plays an important role in the design of your overall portfolio structure. 

Please click below to read the 2021 Outlook notes taken during the January 14th meeting with Portfolio Manager, Mark Schmehl. In it you will learn more about his Investment style, a re-cap of the fund's 2020 performance, his outlook for what 2021 has in store, as well as his thoughts on current headline topics such as Technology, Green Energy, Commodities, Bitcoin, Biotech, Privates and IPO's and more.. 

 

A note from Wynn
 

We work every day to ensure that the investments in your portfolio are working together to achieve your financial goals. Part of our ongoing review process includes regular communication with all of the Investment Managers associated with your portfolio. As always, our goal is to keep you informed on a wide range of matters that are important, including sending regular updates from our investment partners. 

Should you have any questions, please contact us.

"A prudent question is one half of wisdom." - Frances Bacon 

Warm regards,



 

Wynn A. Harvey BBA, CIM, CPCA, CDFA
Director, Wealth Management
Portfolio Manager, Investment Advisor
Tel.: 416.572.5530 • TF: 1.866.775.7704 • F: 416.864.9888

Wynn.Harvey@RichardsonWealth.com
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