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基金旨在随时间推移实现资本增长。基金将最少70%(通常为75%)的资产投资于在拉丁美洲上市、设立总部或进行大部份业务之公司的股票。其中部份投资可能位于新兴市场。基金亦可在辅助基础上投资于货币市场工具。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Zoltan Palfi | - | 2024 | now |
Chris Tennant | - | 2021 | now |
背景介紹 | Chris Tennant, Co-Portfolio Manager for the FAST-Emerging Markets strategy, joined Fidelity in January 2011 as an Equity Analyst, covering European Transportation. In October 2012, he rotated onto the London based EM team to cover EMEA and Latin America Metals & Mining stocks. In January 2015, Chris was chosen by Nick to undertake a newly created EM shorting analyst role. Since then, they have worked in close partnership to identify opportunities for the short book, initially focused EMEA and Latin America. In July 2019, Chris was appointed to an as Assistant Portfolio Manager on the FAST-Emerging Markets strategy, before his subsequent promotion to Co-Portfolio Manager in 2021. In this role, Chris’ primarily focus remains on the short book. He continues to work in conjunction with the wider team of short analysts contributing to the strategy. In parallel with these responsibilities Chris is a member of the Emerging EMEA and Latin America Equities portfolio management teams. Chris has spent his entire career at Fidelity. He holds a master’s degree in Engineering from Imperial College London. | ||
Punam Sharma | - | 2021 | 2024 |
Robert Pearce | - | 2021 | 2024 |
Greg Konstantinidis | - | 2019 | 2021 |
Angel Ortiz | Portfolio Manager | 2009 | 2019 |
背景介紹 | Angel Ortiz is a Portfolio Manager on Polen Capital’s Emerging Markets team. He originally joined Somerset Capital in 2021, which was subsequently acquired by Polen Capital in 2024. Prior to joining Somerset, Ortiz was a Portfolio Manager of the Fidelity International Latin America Fund with fifteen years of experience investing in the region. He graduated from Universidad Metropolitana, Venezuela, where he studied Chemical Engineering, and has received an MBA from Kelley School of Business – Indiana University. | ||
Alex Duffy | Portfolio Manager | 2009 | 2015 |
背景介紹 | Alex joined Marathon in 2021 as an Emerging Markets equity Portfolio Manager. He is responsible for Global Emerging Markets investments within Global and International strategies as well as in standalone Emerging Markets funds and accounts. He is a member of Marathon’s Partners Group. Alex joined Marathon from Fidelity International, where he began his career in 2004 as an equity Analyst before being appointed a Portfolio Manager in 2008, initially for Latin American equities and, from 2013 for Global Emerging Markets. Alex holds an M.A. from the University of Nottingham. | ||
Brent B. Bottamini | equity Research Analyst | 2006 | 2009 |
背景介紹 | Brent Bottamini has served as an equity research analyst in Fidelity's Latin America Research Team since 2003, and most recently has been following the Latin American beverage, cement and construction, consumer products, homebuilding, media, retail, and utilities industries. He joined Fidelity's High-Income Division in 1998, and subsequently followed the building materials, consumer products, food and beverage, and publishing industries. | ||
Adam Kutas | Portfolio Manager | 2005 | 2007 |
背景介紹 | Adam Kutas is a portfolio manager for Fidelity Investments. He joined Fidelity Investments Canada in 1996 as a mutual fund analyst, subsequently moving to the Latin American research team, and currently manages a number of funds from Fidelity's London office. Mr. Kutas received a BA in honours economics from the University of Western Ontario in 1992, and is a CFA charterholder. | ||
Claudio Brocado | Portfolio Manager | 2003 | 2005 |
背景介紹 | Brocado has served as portfolio manager since 2005. From 2002 to 2005, he was a global emerging markets research analyst at Fidelity Investments. From 1999 to 2001, Brocado was a portfolio manager at Putnam Investments. |
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