In the Fidelity Insight of the week, Business Insider editor-at-large Sara Silverstein sits down with Matt Fruhan, a portfolio manager at the firm, about where there are opportunities in equities. He says that his funds have started tilting a little more towards value in the last couple years. On a three- to five-year basis, he says he looks at earnings growth and yield, relative to valuations. Fruhan notes that growth has picked up in the last few years, with tech leading the way. He says that quantitative easing has led to an abundance of capital in the market, something he doesn’t see as particularly sustainable.
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