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Fidelity Advisor Strategic Dividend & Income Fund - Class M (FTSDX)
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На этой странице представлен подробный профиль Fidelity Advisor Strategic Dividend & Income Fund - Class M. Узнайте о руководителях, совокупных активах, стратегии инвестиций и контактной информации FTSDX, 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 |
|---|---|---|---|
| Rick Gandhi | Portfolio Manager | 2024 | Сейчас |
| Биография | Rick Gandhi is a research analyst in the High Income and Alternatives division at Fidelity. In this role, Mr. Gandhi covers software and gaming. Previously, he was a research analyst that covered energy and technology as well as media which consisted of cable, broadcast, and satellite. Prior to joining Fidelity in 2009, Mr. Gandhi was an associate at Barclays Capital where he advised insurance clients on financing and investment solutions and an analyst at Morgan Stanley where his responsibilities were structuring and marketing interest rate and currency swaps to corporate clients. He has been in the financial industry since 2004. Mr. Gandhi earned his Bachelor of Science degree in economics from Guilford College and his Master of Business Administration in finance from the University of Chicago Booth School of Business. | ||
| Brian Chang | - | 2017 | Сейчас |
| Биография | Brian Chang is a portfolio manager in the High Income and Alternatives division at Fidelity. In this role, Mr. Chang is the lead portfolio manager for the Fidelity Sustainable High Yield ETF. He also co-manages Fidelity Capital & Income Fund, Fidelity Advisor High Income Advantage Fund, Fidelity and Fidelity Advisor Leveraged Company Stock Funds, Fidelity Preferred Securities & Income ETF, and the U.S. high-yield sub-portfolios of Fidelity and Fidelity Advisor Strategic Income Funds and Fidelity VIP Strategic Income Portfolio. He is also the co-manager on the preferred sleeve of Fidelity Strategic Dividend and Income Fund and the State of Massachusetts Pension HY account. He has been in the financial industry since 2002. Prior to assuming his current responsibilities, Mr. Chang was a research analyst in the High Income division. In this capacity, he covered sectors including aerospace and defense, airlines, cable, services, technology, telecom and trucking. Mr. Chang earned his Bachelor of Arts degree in mathematical methods in the social sciences and Bachelor of Arts degree in economics from Northwestern University. He also earned his Master of Business Administration from Columbia Business School. | ||
| Ramona Persaud | Portfolio Manager | 2017 | Сейчас |
| Биография | Ramona Persaud joined Fidelity Investments in 2003, since then she has worked as a research analyst and portfolio manager. | ||
| Ford E. O'Neil | Portfolio Manager | 2012 | Сейчас |
| Биография | Ford O’Neil, Portfolio Manager, manages retail and institutional assets. Mr. O’Neil joined Fidelity as an analyst in 1989 and has been a portfolio manager since 1992. Prior to joining Fidelity, he worked for Advest, Inc. as an associate in investment banking from 1985 to 1989. Mr. O’Neil received a Bachelor of Arts degree in government from Harvard College and a Master of Business Administration from The Wharton School at the University of Pennsylvania. | ||
| Adam Kramer | - | 2007 | Сейчас |
| Биография | Adam Kramer is a portfolio manager in the High Income and Alternatives division at Fidelity Investments (“Fidelity”). In this role, he manages several multi-asset income funds and manages opportunistic high-yield bond strategies for institutional investors as well as a high-income fund available exclusively to Canadian investors. Mr. Kramer began working full time at Fidelity in 2000 as a research analyst and has since covered a variety of industries. | ||
| Samuel J. Wald | Research Analyst | 2003 | 2019 |
| Биография | Samuel Wald joined Fidelity Investments in 1996, since then Mr. Wald has worked as a research analyst and portfolio manager. | ||
| Scott Offen | Vice President | 2006 | 2017 |
| Биография | Scott Offen is portfolio manager of the fund, which he has managed since October 2011. He also manages other Fidelity funds. Since joining Fidelity Investments in 1985, Mr. Offen has worked as a research analyst and portfolio manager. | ||
| Joanna Bewick | Portfolio Manager | 2008 | 2017 |
| Биография | Joanna Bewick is a portfolio manager in the Global Asset Allocation group at Fidelity Investments. In this role, Joanna serves as the lead portfolio manager on the Strategic Family of Funds. Before joining Fidelity in 1997, Joanna was a fixed income analyst at Federated Investors from 1990 to 1997. She has been in the investments industry since 1990. Joanna earned her degree in accounting from Ohio University and her MBA in finance from Katz Graduate School of Business at the University of Pittsburgh. She is also a CFA charterholder. | ||
| Christopher Sharpe | Portfolio Manager | 2009 | 2012 |
| Биография | Christopher Sharpe is a Senior Vice President and Portfolio Manager at Natixis Advisors, L.P. In this role, he helps to oversee the firm’s target date strategies and model portfolios. Prior to joining the firm, Mr. Sharpe worked at Fidelity Investments, managing over $225 billion in multi-asset class mutual funds and institutional accounts. He also served previously as an investment policy officer at John Hancock. Mr. Sharpe holds a bachelor’s degree in applied mathematics from Brown University. He is a CFA® Charterholder, a Fellow of the Society of Actuaries, and FINRA Series 7 licensed. | ||
| Derek Young | Senior Vice President | 2005 | 2009 |
| Биография | Derek Young joined Fidelity in 1996 as Director of Risk Management and is a portfolio strategist in the Asset Allocation Group for Fidelity Research Management Company (FMR). In 1999, Mr. Young became Senior Vice President of Strategic Services for FMTC. In his role, Mr. Young is responsible for asset allocation portfolios for both FMR and Fidelity Investments Canada Limited. He is also the lead portfolio manager of Fidelity Diversified Income & Growth Fund, launched November 2003 and available exclusively to Canadian investors. | ||
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