Webcast: Straddling two worlds: Low volatility in the Canadian market

December 2023

On December 13, Fidelity Portfolio Manager Edward Lui discussed how he produced alpha through recent periods of high volatility, the common misconceptions about low-volatility strategies, and the challenges and triumphs of investing in the Canadian markets.

Read the video transcripts

The opinions expressed in this webcast reflect those of the presenters (or speakers) and do not necessarily represent the views of Fidelity or any other person in the Fidelity organization. These opinions are subject to change at any time based upon market or other conditions, and we disclaim any responsibility to update such views.
Views are presented as of the date of this presentation and references to time periods (e.g., yesterday, this week) should be understood in that context.
These views should not be relied on as investment advice and, because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any Fidelity product.
Fidelity does not provide legal or tax advice, and you are encouraged to consult your own lawyer, accountant or other advisor before making any financial decision.
Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. Past performance is no guarantee of future results.

Authors

Edward Lui

Portfolio manager

Edward Lui is a portfolio manager at Fidelity Investments. In this role, he is the lead portfolio manager for the Fidelity Canadian Low Volatility Equity strategy. Additionally, Mr. Lui serves as an Institutional Portfolio Consultant, responsible for communicating Fidelity Investments Canada’s equity research capabilities, investment process and strategies to institutional prospects, clients, and consultants.

Mr. Lui joined Fidelity in September 2007, as director of institutional client management. In this role, he was responsible for the investment servicing of Fidelity’s institutional defined benefit, defined contribution, endowment, foundations, and taxable corporate assets clients in Canada. Prior to joining Fidelity, Mr. Lui held a number of investment roles within Manulife Financial, including manager of investment analysis at Manulife Securities and as an Investment Analyst with Manulife Financials’ Group Savings and Retirement Solutions division.

Mr. Lui earned a business commerce degree from the University of Windsor. He is a Chartered Financial Analyst (CFA®) charterholder and a member of the Toronto CFA Society.