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Fidelity Advisor Consumer Discretionary Fund - Class A (FCNAX)
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48,06
+0,70
+1,48%
22/11 - Закрыт. Цена в USD
- Рейтинг Morningstar:
- Итого активов: 597,49M
Fidelity Advisor Consumer Discret A
48,06
+0,70
+1,48%
- Обзор
- Профиль
- Прошлые данные
- Активы
Обзор FCNAX
На этой странице представлен подробный профиль Fidelity Advisor Consumer Discretionary Fund - Class A. Узнайте о руководителях, совокупных активах, стратегии инвестиций и контактной информации FCNAX, а также получите ряд других сведений.
Контактная информация
Адрес
483 Bay Street
Toronto,ON M5G 2N7
Canada
Toronto,ON M5G 2N7
Canada
Телефон
416-307-5200
Факс
1-800-387-8092
Веб-сайт
www.institutional.fidelity.com
Руководители
| Название | Заголовок | Год | До |
|---|---|---|---|
| Jordan Michaels | - | 2022 | Сейчас |
| Биография | Jordan Michaels is co-manager of Construction and Housing Portfolio, which he has managed since September 2021. Since joining Fidelity Investments in 2008, Mr. Michaels has worked as a research analyst and portfolio manager. | ||
| Katherine Shaw | Portfolio Manager | 2017 | 2022 |
| Биография | Katherine Shaw is Co-Portfolio Manager of each fund, which she has managed since 2023. She also manages other funds. Since joining Fidelity Investments in 2007, Ms. Shaw has worked as a sector leader and portfolio manager. | ||
| Peter Dixon | Portfolio Manager | 2014 | 2017 |
| Биография | Peter Dixon is portfolio manager of Retailing Portfolio, which he has managed since April 2010. Prior to joining Fidelity Investments in 2006 as a research analyst, Mr. Dixon received his MBA from the Kellogg School of Management at Northwestern University. | ||
| Gordon Scott | Portfolio Manager | 2012 | 2014 |
| Биография | Gordon Scott is a portfolio manager at Fidelity Management & Research Company (FMRCo), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. Prior to assuming his current management responsibilities, Gordon was responsible for the coverage of stocks within the Consumer Discretionary sector. Previously, Gordon was a research associate covering transportation and machinery stocks at FMRCo from 2005 to 2008. He has been in the investments industry since joining Fidelity in 2005. Gordon earned his bachelor of business administration degree and his master of science degree in finance from the University of Wisconsin-Madison. He is also a Chartered Financial Analyst (CFA) charterholder. | ||
| John M. Harris | Portfolio Manager | 2007 | 2012 |
| Биография | Harris joined Fidelity in 2006 as an equity research analyst following the retail sector, including discounters and home-oriented retail companies. Prior to joining Fidelity, Harris worked as a portfolio manager and equity analyst for Morgan Stanley Investment Management in New York from 2002 to 2006. His responsibilities included following companies in a variety of sectors, including consumer discretionary. He also was responsible for managing a global consumer sector fund and a diversified equity fund. From 2000 to 2002, Harris was a research analyst for UBS Warburg in New York where he followed companies in the electronic components and electronics manufacturing sectors. From 1993 until 2000, he worked at Schroeder & Co. as a research analyst in charge of the specialty hardlines retailing and broadlines retailing sectors. He began his career at White & Case in New York as a legal assistant. | ||
| Martin Zinny | Analyst | 2006 | 2007 |
| Биография | Zinny has been following the retailing sector since 2003. He joined Fidelity in 2001 as an equity research analyst following the utilities industry. Zinny previously served as an equity analyst during a summer internship at MFS Investment Management in Boston in 2000 and as an investment associate within the global equity research group at Putnam Investments in Boston from 1997 to 1999. He also worked at KPMG Peat Marwick LLP in Boston from 1993 to 1997. | ||
| John D. Roth | Portfolio Manager | 2004 | 2006 |
| Биография | John Roth is a portfolio manager of Fidelity Investments. He joined Fidelity Investments as a research analyst in 1998. Previously, he was an equity trader with Tucker Anthony in Boston from 1992 to 1997. | ||
| Robert Lee | Portfolio Manager | 2006 | 2006 |
| Биография | Robert Lee is a portfolio manager at Fidelity Management & Research Company (FMRCo), the investment advisor for Fidelity's family of mutual funds. Mr. Lee joined Fidelity in 2001 as a research analyst following the business services and supply chain technology industries. In 2003, he began following the restaurant industry, and added the food and beverage industries in 2004. Before joining Fidelity, Mr. Lee worked as a summer equities associate with Goldman, Sachs & Co. He also worked as a financial analyst for Adshel Inc. from 1998 to 2000, where he was responsible for evaluating potential acquisitions and new business development opportunities within a high-growth segment of the outdoor media industry. Mr. Lee has been in the investments industry since joining Chase Securities Inc. in 1995 as a financial analyst in the Global Investment Banking Division. Mr. Lee earned his BS in management from Babson College in 1995 and his MBA from the Wharton School at the University of Pennsylvania in 2001. He is a Chartered Financial Analyst (CFA) charterholder. | ||
| Joshua K. Spencer | Chair | 2003 | 2004 |
| Биография | Mr. Spencer, CFA, has been chair of the committee since 2019. He joined the T. Rowe Price Associates, Inc. in 2004. He was the lead portfolio manager for the US Small-Cap Growth Equity Strategy. He was previously the portfolio manager of the Global Technology Equity Strategy for nearly seven years. He is a vice president of T. Rowe Price Group, Inc. He earned a B.A. in economics from Johns Hopkins University, an M.A. in economics from the University of Chicago, and an M.B.A. in finance and accounting from the University of Chicago Booth School of Business. | ||
| Christian Zann | Portfolio Manager | 2002 | 2004 |
| Биография | Zann is a portfolio manager with Fidelity Management Trust. He joined the firm in 1996 as an equity research associate specializing in retail and consumer products. In May 1999, he was promoted to equity analyst, concentrating on oil and gas exploration and production as well as following natural gas pipeline companies. | ||
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