FEATURED

Inside the stockpicker's mind

Fidelity Portfolio Managers Kyle Weaver and Becky Baker discuss equity investment themes—and specific companies—they believe point to a long runway of growth.

Digital advertising & AI adoption

Favoring companies adapting digital advertising capabilities and those using AI to transform their businesses

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Key Takeaways

Fidelity's Kyle Weaver and Becky Baker, co-portfolio managers of Fidelity Advisor Growth Opportunities Fund, believe certain companies adopting modern digital advertising techniques or artificial intelligence capabilities to transform their businesses are poised to achieve strong growth in the years ahead.
Baker cites Netflix as a streaming TV platform that has rolled out new subscription tiers to unlock value for consumers, advertisers and growth for the video content provider itself.
Weaver says Meta Platforms is one company that has adopted digital advertising capabilities to boost growth by maximizing the likelihood of a consumer clicking on an ad.
The co-portfolio managers have invested in select companies that are using AI to increase efficiencies and boost the growth of their businesses, including Carvana and T-Mobile.

Learn more about Fidelity Advisor Growth Opportunities Fund, managed by our featured speakers.

Featured fund

Fidelity Advisor Growth Opportunities Fund

Invests across a spectrum of companies with distinct growth profiles, anchored by the philosophy that the market can often miss nuances of a company's business that can have profound implications for the long-term value of the enterprise.

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