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本基金旨在透过主要投资于全球股票市场上的股票组合,基金经理人可以自由选择不同规模、产业及地区的公司,亦会专注投资数目有限的公司,故本基金的投资组合会比较集中。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Ashish Kochar | Portfolio Manager | 2021 | now |
背景介紹 | Ashish Kochar is a portfolio manager for the Threadneedle Global Extended Alpha, American Extended Alpha, American Absolute Alpha and American Select funds. He also is responsible for consumer sector research. Ashish joined the company in 2008 as a senior portfolio analyst within the US Equities team and subsequently joined the Global Equities team in 2010. He joined the company from a ‘Tiger Cub’ hedge fund and previously worked as an analyst for Merrill Lynch in New York. Ashish holds an MBA from Mason School of Business, The College of William and Mary. | ||
Oliver Trimingham | - | 2021 | now |
Jeremy Philip Elliot Podger | Portfolio Manager | 2021 | 2021 |
背景介紹 | Jeremy joined Fidelity in February 2012 and manages the Fidelity Global Special Situations Fund. He has been managing global funds since 1990. He joined from Threadneedle where he was Head of Global Equities and managed the Global Select Fund since 2003 and during his tenure managed a number of other retail and institutional funds including Global Extended Alpha Funds. Prior to that, Jeremy was a fund manager at Investec for 7 years and managed the Global Free Enterprise and Global Strategic Value Funds, which had similar objectives to those of Global Special Situations. | ||
Amit Lodha | - | 2010 | 2021 |
背景介紹 | Portfolio Manager. Amit joined Fidelity as an equity analyst in 2003, covering sectors including technology, media, telecoms and financials before being promoted to Asian (ex-Japan) financials team leader and then global commodities analyst. He assumed responsibility for the Fidelity Global Equities Fund in November 2010. Amit has Bachelors and Masters degrees in Commerce and Economics from the University of Mumbai. He is a qualified chartered accountant and a CFA Charterholder. | ||
Brenda Reed | equity Research Analyst | 2003 | 2010 |
背景介紹 | Reed is vice president and portfolio manager with Fidelity Investments. She joined the firm in 1992 as an equity research analyst for textile and apparel stocks. Previously, she was an equity analyst with Putnam Investments during the summer of 1991. From 1984 to 1990, she served as a stock analyst and later as a portfolio manager for New England Research and Management. |
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