A benchmark-beating fund manager at Fidelity is bullish on these big themes in 2019.: With bearish sentiment increasing, investors are looking for themes and trends that are most likely to generate gains in 2019. Kyle Weaver, the primary manager at the $3.5 billion Fidelity Advisor Growth Opportunities Fund, tells Business Insider that he looks for "deep value" stocks, trading at low valuations, that can deliver high growth regardless of macro conditions, and thus have tremendous upside over the next five to 10 years.