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- 总资产: 9.43B
Strategic Advisers Growth
21.38
-0.10
-0.47%
FSGFX概述
本页面提供Strategic Advisers® Growth Fund的详细介绍，帮助您了解FSGFX的高管、总资产、投资策略和联系方式等信息。
联络信息
地址
483 Bay Street
Toronto,ON M5G 2N7
Canada
Toronto,ON M5G 2N7
Canada
电话
416-307-5200
传真
1-800-387-8092
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Niall Devitt | a research associate/analyst/portfolio manager | 2016 | now |
| 背景介紹 | 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 | 2010 | now |
| 背景介紹 | John A. 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. | ||
| Julian Albornoz | - | 2017 | 2018 |
| 背景介紹 | Julian Albornoz is an associate portfolio manager/analyst at Fidelity Institutional Asset Management . In this role, he serves as portfolio manager of the FIAM Focused Large Cap Growth strategy. Previously he served as an associate portfolio manager and analyst for the large capitalization growth strategy. He joined Fidelity in 2009 as a research analyst and has been in the industry since 2008. Mr. Albornoz earned his bachelor’s degree from El Colegio de Estudios Superiores de Administración and he earned his MBA degree in finance from The Wharton School of the University of Pennsylvania. | ||
| Jonathan W. Sage | Investment Officer, Portfolio Manager | 2015 | 2018 |
| 背景介紹 | Jonathan W. Sage, CFA, is an investment officer and a portfolio manager at MFS Investment Management. He manages blended research equity strategies utilized by the firm's mutual funds and institutional accounts. He joined MFS in 2000 as a quantitative equity research analyst and was named a portfolio manager in 2005. Prior to joining MFS, Jonathan spent two years as a supervisor of portfolio administration for Santander Global Advisors, Inc. and three years as a senior mutual fund accountant for First Data Investor Services Group. | ||
| James C. Fallon | Investment Officer, Portfolio Manager | 2015 | 2018 |
| 背景介紹 | James C. Fallon is an investment officer and portfolio manager at MFS Investment Management®(MFS®). He manages domestic and international quantitative portfolios as a member of the MFS Quantitative Solutions team. James earned a bachelor’s degree from the University of New Hampshire and a Master of Business Administration degree from Boston University. He is a member of the CFA Institute and the Boston Security Analysts Society. | ||
| John (Jed) E. Stocks | Investment Officer, Portfolio Manager, Quantitative Risk Management | 2015 | 2018 |
| 背景介紹 | As a Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2001; previous positions include Quantitative Research Analyst; Quantitative Research Associate; Teleservices Representative. - Previous experience includes 1 year as Client Service Specialist and Order Desk Specialist at Patagon.com Securities.- John re-joined the firm in 2001. His original start date was February 1999. | ||
| Aziz V. Hamzaogullari | Executive Vice President | 2014 | 2018 |
| 背景介紹 | Aziz V. Hamzaogullari is an Executive Vice President and a member of the Board of Directors of Loomis, Sayles & Company, L.P. He is the founder and head of the Loomis Sayles Growth Equity Strategies Team. Aziz joined Loomis Sayles in 2010 from Evergreen Investments where he was a senior portfolio manager. He joined Evergreen in 2001, was promoted to director of research in 2003 and portfolio manager in 2006. Aziz was head of Evergreen’s Berkeley Street Growth Equity team and was the founder of the research and investment process. Prior to Evergreen, Aziz was a senior equity analyst and portfolio manager at Manning & Napier Advisors. Aziz earned a BS from Bilkent University, Turkey, and an MBA from George Washington University. He is also a member of CFA Society Boston. | ||
| Matthew W. Krummell | Investment Officer,Portfolio Manager | 2013 | 2018 |
| 背景介紹 | Investment Officer As a Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk and cash management. Participates in the research process and strategy discussions. Joined MFS in 2001 Previous experience includes 3 years as Analyst and Portfolio Manager at Pioneer Investments; 2 years as Assistant Vice President at Putnam Investments; 3 years as Associate at Mellon Capital Management. Affiliations include Boston Security Analysts Society, Inc., CFA Institute. University of Chicago, MBA University of California, Berkeley, BA, Phi Beta Kappa | ||
| Stacey R. Nutt | Portfolio Manager | 2013 | 2018 |
| 背景介紹 | Stacey Nutt is a founder, owner, and board member of ClariVest Asset Management LLC, which was formed in March 2006. As CIO, Dr. Nutt oversees the firm’s investment strategy and its application to all of the firm’s products. As CEO, he guides the firm’s business activities. He has co-managed a portion of the Fund since May 2017. Education: Ph.D. and M.B.A. from Georgia Institute of Technology, and a B.S. from Oral Roberts University. He began his investment career in 1993. | ||
| Edward B. Wagner | Portfolio Manager | 2012 | 2018 |
| 背景介紹 | Ed Wagner is a portfolio manager at ClariVest Asset Management LLC on the team responsible for the firm’s U.S. large cap, U.S. mid cap and All-Canada investment strategies. Upon joining ClariVest in December 2007 and through February 2012, Ed had portfolio management responsibilities for U.S. micro cap, small cap and mid cap strategies. Previously he was a business analyst at Advent Software responsible for fixed income and derivatives functionality for Geneva, Advent’s hedge fund accounting product. Before joining Advent, Ed was an investment analyst for US small cap strategies and served as a member of the Systematic investment team at Nicholas-Applegate Capital Management. Before joining Nicholas-Applegate, he was an Assistant Product Manager and Junior Quantitative Analyst for Vestek Systems. Ed holds a Bachelor’s degree in Economics from the University of California, San Diego, and an MBA from the Australian Graduate School of Management. Ed began his investment career in 1994. | ||
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