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שם | כותרת | משנת | עד שנת |
---|---|---|---|
Gopalakrishnan Anantanatarajan | Senior Research Analyst | 2020 | עכשיו |
ביוגרפיה | Since joining Fidelity Investments in 2006, Mr. Anantanatarajan has worked as a senior research analyst, research analyst, research associate, and a senior research associate. | ||
Niall Devitt | a research associate/analyst/portfolio manager | 2020 | עכשיו |
ביוגרפיה | Niall Devitt is co-manager of the fund, which he has managed since 2012. He also manages other funds. Mr. Devitt joined Fidelity Investments in 2001 and has been a part of Strategic Advisers since 2006 where he has worked as a research associate, analyst, and portfolio manager. Mr. Devitt also serves as team leader of the U.S. Equity Core team. | ||
John A. Stone | Portfolio Manager | 2009 | 2021 |
ביוגרפיה | John A. Stone is lead portfolio manager of the fund, which he has managed since 2008. He also manages other funds. Mr. Stone joined Fidelity Investments in 1993 as a customer service team leader and also worked as a financial analyst and investment strategist. In 2006, Mr. Stone left Fidelity Investments and joined Mercer Global Investments as a portfolio manager and Principal. Since returning to Fidelity Investments in 2008, Mr. Stone has worked as a portfolio manager. | ||
Thomas H. Watson | Portfolio Manager | 2017 | 2018 |
ביוגרפיה | Tom Watson is a vice president of T. Rowe Price Associates, Inc., and T. Rowe Price Group, Inc. He is a director of equity research, North America. Previously, Tom was an equity analyst covering the software sector. He joined T. Rowe Price in 2007 after serving as a summer intern with the firm in 2006, covering semiconductors. Prior to this, Tom was employed as a strategy analyst for Forrester Research. He earned a B.A. in economics and English literature from the University of Virginia and an M.B.A. from the Tuck School of Business at Dartmouth. Tom has also earned the Chartered Financial Analyst designation. During the past five years, he has served as an equity research analyst, a Director of Equity Research, North America (beginning in 2015), and a portfolio manager (beginning in 2017). | ||
Chandler Willett | Lead Portfolio Manager | 2016 | 2018 |
ביוגרפיה | Chandler Willett is lead portfolio manager, Sector Strategies and Sector Alternative Strategies at Fidelity Institutional Asset Management (FIAM). In this role he is responsible for the sector funds, including Large Cap Core, Small/Mid Cap Core, and Global Core. Prior to assuming his current responsibilities, Mr. Willett managed the Global Health Care sector portfolios and the Global Health Care Long/Short Fund from 2008 to 2013. Mr. Willet joined FIAM in 2006 and has been in the investments industry since 1998. Mr. Willett earned his bachelor of arts degree in economics from Duke University. | ||
Joseph DeSantis | CIO (Chief Investment Officer) | 2016 | 2018 |
ביוגרפיה | Joseph DeSantis is a chief investment officer at Fidelity and serves as portfolio manager at FIAM, a unity of Fidelity. He also manages other Fidelity funds. Since joining Fidelity Investments in 2010, Mr. DeSantis worked as a research analyst and portfolio manager. Prior to Fidelity Investments, Mr. DeSantis was a chief investment officer and managing director with Evergreen Investment Management Company. Prior to joining Evergreen in 2005, he served as a Managing Director and Head of Equities-Americas with Deutsche Asset Management in New York. Additionally, he served as Managing Director and Chief Investment Officer for Chase Trust Bank in Tokyo, Japan. | ||
David Small | Managing Director | 2016 | 2018 |
ביוגרפיה | David Small, managing director, is the Director of U.S. Equity Research. He was the Associate Director of U.S. Equity Research from July2015 to July 2016 and was an insurance analyst on the Fundamental Research Team from 2008 to 2016. | ||
Anthony Nappo | Senior Vice President | 2015 | 2018 |
ביוגרפיה | Anthony Nappo is Co-Chief Investment Officer for the Select US Equity Portfolios and a Portfolio Manager/Research Analyst covering healthcare and energy. Before joining the firm in 2011, Nappo was a portfolio manager at Surveyor Capital, a group within Citadel LLC, where he managed a long/short healthcare portfolio and an analyst team. Prior to that, he was a portfolio manager with Caxton Associates for eight years, in charge of healthcare and energy for both long/short and long-only strategies. Nappo started his career in finance as an equity research analyst at J.P. Morgan Securities. He graduated first in his class with a BS in management from Binghamton University and holds an MBA in finance from the University of Pennsylvania’s Wharton School. Nappo is a CFA charterholder and member of the CFA Institute and the New York Society of Security Analysts. Location: New York | ||
Jason B. Polun | Portfolio Manager | 2015 | 2018 |
ביוגרפיה | Jason Polun is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. He joined the T. Rowe Price Group in 2003. He is a director of equity research for North America, chair of the Equity Research Advisory Committee, and a member of the Equity Steering Committee. In addition, Jason is co-portfolio manager of the Capital Opportunity Fund and is a member of the portfolio oversight team. He is also cochair of the Capital Opportunity Fund's Investment Advisory Committee. Previously, Jason was a research analyst following money center banks and specialty finance companies and a member of the Investment Advisory Committee of the Equity Income Fund and Financial Services Fund. Prior to rejoining the firm in 2007, Jason was employed by Wellington Management Company, LLP, as a vice president and an equity research analyst, where his coverage included aerospace and defense, energy, packaged food, restaurant, and chemical companies. He earned a B.S. in business and finance from Mount St. Mary's College and an M.B.A. in finance and accounting from The Wharton School at the University of Pennsylvania, where he was a Palmer Scholar. He has also earned the Chartered Financial Analyst designation. | ||
David J. Pavan | Founder | 2015 | 2018 |
ביוגרפיה | David Pavan is a founder of ClariVest Asset Management LLC. Mr. Pavan is part of the leadership of the investment team, focusing on North American strategies. Prior to forming ClariVest in March 2006, Mr. Pavan was the Portfolio Manager for the Systematic U.S. Large-Cap Growth strategies at Nicholas-Applegate Capital Management, and was a member of the Systematic investment team that managed over $5 billion in assets at the firm. Previously, he served as a Quantitative Analyst at Putnam Investments. |
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