Anthony Srom, Portfolio Manager for the Fidelity Asia Fund admits how he views the world is a little different, but this may be his superpower when it comes to outperforming the index for nearly a decade*. So what has shaped this veteran investor to ask the questions others aren’t?

In this episode Anthony discusses how investors may be getting it wrong on AI, 10 years of lessons and bubbles in Asia, and looking outside Asian giants TSMC and Tencent.

Want more? Discover the Fidelity Asia Active ETF

This episode was recorded 5 July 2024.

*As at 30 June 2024. Past performance information provided in this podcast is not a reliable indicator of future performance.

Issued by FIL Responsible Entity (Australia) Ltd ABN 33 148 059 009, AFSL 409 340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD at fidelity.com.au. . Read our full disclaimer.

Anthony Srom, Portfolio Manager for the <a href="https://www.fidelity.com.au/funds/fidelity-asia-fund/?utm_campaign=2024_smart-choice&amp;utm_medium=owned_podcast&amp;utm_source=shownotes&amp;utm_term=fund&amp;utm_content=asia" data-di-id="di-id-b013e112-d787aa92">Fidelity Asia Fund</a> admits how he views the world is a little different, but this may be his superpower when it comes to outperforming the index for nearly a decade*. So what has shaped this veteran investor to ask the questions others aren’t?
In this episode Anthony discusses how investors may be getting it wrong on AI, 10 years of lessons and bubbles in Asia, and looking outside Asian giants TSMC and Tencent.
Want more? Discover the <a href="https://www.fidelity.com.au/funds/fidelity-asia-active-etf/?utm_campaign=2024_smart-choice&amp;utm_medium=owned_podcast&amp;utm_source=shownotes&amp;utm_term=fund&amp;utm_content=asia" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/funds/fidelity-asia-active-etf/?utm_campaign%3D2024_smart-choice%26utm_medium%3Downed_podcast%26utm_source%3Dshownotes%26utm_term%3Dfund%26utm_content%3Dasia&amp;source=gmail&amp;ust=1722787932299000&amp;usg=AOvVaw28fVfyCOtbg__oCv21P02I">Fidelity Asia Active ETF</a>
This episode was recorded 5 July 2024.
*As at 30 June 2024. Past performance information provided in this podcast is not a reliable indicator of future performance.
Issued by FIL Responsible Entity (Australia) Ltd ABN 33 148 059 009, AFSL 409 340. This is general information only and is not intended to be advice of any kind. Consider the <a href="http://www.fidelity.com.au/" data-saferedirecturl="https://www.google.com/url?q=http://www.fidelity.com.au/&amp;source=gmail&amp;ust=1722787932299000&amp;usg=AOvVaw1xE1ct0gMQbP8M-m40_rUT">PDS</a> and <a href="http://www.fidelity.com.au/" data-saferedirecturl="https://www.google.com/url?q=http://www.fidelity.com.au/&amp;source=gmail&amp;ust=1722787932299000&amp;usg=AOvVaw1xE1ct0gMQbP8M-m40_rUT">TMD</a> at <a href="http://fidelity.com.au/" data-saferedirecturl="https://www.google.com/url?q=http://fidelity.com.au&amp;source=gmail&amp;ust=1722787932299000&amp;usg=AOvVaw0p1whasjiF-iZFlohluTCT">fidelity.com.au</a>. . <a href="https://www.fidelity.com.au/disclaimers/fidelity-sound-bites-podcast-disclaimer/" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/disclaimers/fidelity-sound-bites-podcast-disclaimer/&amp;source=gmail&amp;ust=1722787932299000&amp;usg=AOvVaw38P_GhPDhMbum9pjAxpSSF">Read our full disclaimer.</a>

Your direct connection to some of Fidelity Australia's leading portfolio managers. Listen in every month as they tell you what’s on their mind when it comes to markets and, their portfolios, as well as special topical bonus episodes.

Your direct connection to some of Fidelity Australia's leading portfolio managers. Listen in every month as they tell you what’s on their mind when it comes to markets and, their portfolios, as well as special topical bonus episodes.

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