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Название | Заголовок | Год | До |
---|---|---|---|
Kevin Francfort | Portfolio Manager | 2022 | Сейчас |
Биография | Kevin Francfort is co-manager of Leisure Portfolio, which he has managed since September 2022. Since joining Fidelity Investments in 2015, Mr. Francfort has worked as a research associate, research analyst, and portfolio manager. | ||
William Hilkert | Portfolio Manager | 2020 | 2023 |
Биография | William Hilkert is a research analyst and assistant portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Hilkert assists in managing the Fidelity Magellan Fund. He also works as an opportunistic generalist analyst as a member of Fidelity’s Capital Appreciation team. Previously he managed the Fidelity Select Leisure portfolio and covered consumer, financial, and industrials stocks as an analyst and associate on Fidelity’s core research team. Prior to joining Fidelity in 2017, Mr. Hilkert interned with Credit Suisse Technology Investment Banking where he worked on private placements, debt and equity offerings, and mergers and acquisitions for technology companies. Mr. Hilkert earned his bachelor of science in international economics from the Walsh School of Foreign Service at Georgetown University. | ||
Becky Baker | - | 2017 | 2021 |
Биография | Becky Baker is a research analyst and portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Ms. Baker manages Fidelity Select Enterprise Tech Services Portfolio. She co-manages the Fidelity Advisor Growth Opportunities Fund and the technology sleeve of the Fidelity Series All-Sector Equity Fund. Additionally, she covers IT services, software, and other information technology stocks as an analyst. Prior to assuming her current role, Ms. Baker managed Fidelity Select Leisure Portfolio and covered consumer stocks, including restaurants, hotels, gaming, cruise lines. Prior to joining Fidelity as an equity research intern, Ms. Baker served an equity analyst intern at SEI Investments. She has been in the financial industry since 2012. Ms. Baker earned her bachelor of arts degree in economics from Swarthmore College. | ||
Katherine Shaw | Portfolio Manager | 2013 | 2018 |
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. | ||
Jean Park | Portfolio Manager | 2010 | 2014 |
Биография | Jean Park is portfolio manager and research analyst since joining Fidelity Investments in 2006. Prior to joining Fidelity Investments in 2006 as a research analyst, Ms. Park was an analyst and associate in the high-yield bond group of Goldman Sachs Asset Management. | ||
Peter Dixon | Portfolio Manager | 2008 | 2010 |
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. | ||
Geoffrey C. Kuli | Portfolio Manager, Research Analyst | 2006 | 2008 |
Биография | Kuli is portfolio manager with Fidelity Investments. He joined in 2006 as a research analyst covering consumer leisure products. Prior to joining Fidelity, Kuli worked as a senior vice president and senior security analyst for Westfield Capital Management from 2005 until 2006. He was a senior vice president and equity research analyst for Essex Investment Management covering from 2000 until 2005. He began his career at Loomis Sayles & Co. as a junior equity analyst in 1997. | ||
Gopal Reddy | Lead Portfolio Manager | 2005 | 2006 |
Биография | Reddy is a lead portfolio manager with Fidelity Investments. He joined Fidelity Investments in the equity research department in 2001, Mr. Reddy has worked as a research analyst and portfolio manager. | ||
Aaron M. Cooper | Chief Investment Officer, Equities | 2004 | 2005 |
Биография | Mr. Cooper is Chief Investment Officer, Equities. He is responsible for leading Putnam’s Equity group, including the portfolio management, research, and trading areas. In addition, he is a portfolio manager with institutional responsibilities, including directing Putnam's research and global sector investment strategies. Mr. Cooper is also a member of Putnam's Operating Committee. He joined Putnam in 2011 and has been in the investment industry since 1999. Prior to joining Putnam, Mr. Cooper held several roles at Fidelity Investments including Managing Director of Research from 2007 to 2011, Analyst and Portfolio Manager from 2003 to 2007, Associate from 2000 to 2003, and Intern in 1999. Mr. Cooper earned an A.B. in Economics from Harvard University. | ||
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. |
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