Building a concentrated U.S. equity portfolio – Steve DuFour

Much ink has been spilled discussing the end of "US-exceptionalism". But do the winnings of that so-called trade really end over the period of just a month or two? On today's episode, Portfolio Manager Steve Dufour dives into the weeds of what works, and what doesn’t, in a concentrated US-focused fund. Recorded on June 24, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.