Separating what's real from the hype: Roblox, Games Workshop

With so much opportunity being presented to investors everyday, it can be a challenge separating good opportunities from great ones.

Equity Mates spoke to James Abela, Portfolio Manager of the Fidelity Future Leaders Fund, about the companies in his portfolio but also two that are not. Together, we unpack:

  • Why global small and mid cap stocks are proving such a fruitful part of the market
  • What he has learned from 5 years managing the Future Leaders Fund
  • Why James has avoided Roblox
  • When James looks to sell his winners - using Arista Networks as a case study
  • A deep dive into Games Workshop, a stock in his portfolio

Read more about Arista here.

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