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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Samuel Thomas | - | 2021 | now |
Jonathan Guinness | - | 2020 | now |
背景介紹 | Jon joined Fidelity as an analyst, covering a wide range of industries including the largest sectors in the US market - Internet, Media and Consumer Discretionary. He was promoted to a portfolio manager in 2014 after delivering strong investment results. In addition to managing this fund, he co-manages the FF American Diversified Fund with Lucas with a similar investment approach. | ||
Lucas Klein | - | 2020 | 2022 |
背景介紹 | Lucas joined Fidelity in April 2018 as Director of Research for the US research team, based in London and Toronto. He took over responsibilities for the US portfolio management team in early 2020. He will continue to oversee the US research and portfolio management team, alongside his portfolio management responsibilities. Prior to joining Fidelity, Lucas managed US portfolios at Putnam delivering both strong absolute and relative returns. From 2013 - 2017, Lucas managed the Putnam Seligo Fund, a US Core 150/50 Best Ideas fund. | ||
Sujay Kodlikeri | - | 2017 | 2020 |
Aditya Khowala | - | 2015 | 2017 |
Peter Kaye | Head | 2013 | 2015 |
背景介紹 | Peter was employed until recently by Henderson Global Investors as Head of their North American Equity Team. Prior to this, Peter was the Manager of the Mercury Selected Trust North America fund, which was AAA rated by S&P. | ||
Adrian Brass | portfolio manager | 2012 | 2013 |
背景介紹 | Adrian Brass is a fund manager and analyst with 23 years’ investment experience in international equity markets. Adrian is responsible for lead managing the US Equity Fund and co-managing both the Global Equity and the Global Focus funds. Before joining Majedie in 2014, Adrian was a Fund Manager at Fidelity, where he managed US equity funds including the America Fund for six years, growing total assets to over $8bn. Previously he managed a global consumer sector fund from 2006. Prior to that he managed various global equity funds at Investec Asset Management, a firm he joined in 2000 from Schroders, where he was a UK and then pan-European analyst. Adrian joined Schroders in 1995. He holds a Bachelor of Sciences degree in Economics & Politics from the University of Bristol and is a CFA charter holder. | ||
Aris Vatis | Research Analyst, Manager | 2007 | 2012 |
背景介紹 | Aris joined Fidelity in June 2006. He has managed the Fidelity American Fund from February 2007 and he succeeded to the Fidelity Funds American Growth Fund in March 2009. Prior to joining Fidelity, Aris spent eight years at Pictet Asset Management, responsible for establishing and managing the US research and fund management process within the global equity team based in London. This followed five years at Dresdner RCM Global Investors, where he also managed US and global equity portfolios. | ||
Jason Weiner | Vice President | 2003 | 2007 |
背景介紹 | Jason Weiner is co-manager of the fund, which he has managed since November 2006. He also manages Fidelity funds. Since joining Fidelity Investments in 1991, Mr. Weiner has worked as a research analyst and portfolio manager (other than a 6-month leave of absence in 2018). |
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