Behind-the-scenes with Joe Overdevest: C-Suite meetings and research trips

Ever wondered what goes on behind-the-scenes when managing a portfolio? In this episode, Fidelity Portfolio Manager Joe Overdevest takes you on a journey through research trips and company meetings. From uncovering trends in global markets to gaining firsthand insights from industry leaders, Joe shares how he and the Fidelity Canada Investment Management team exchange research notes, develop and foster relationships, prepare for meetings, and maximize their time with C-Suite executives. Recorded December 8, 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.