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22.63
-0.64
-2.75%
13/12 - 延遲資料. USD 貨幣
- 晨星評級:
- 總資產: 8.22B
Fidelity OTC K
22.63
-0.64
-2.75%
FOCKX綜觀
你可在本頁找到深入的Fidelity OTC Portfolio - Class K公司檔案，包括FOCKX的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
聯絡資訊
地址
483 Bay Street
Toronto,ON M5G 2N7
Canada
Toronto,ON M5G 2N7
Canada
電話
416-307-5200
傳真
1-800-387-8092
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Christopher Lin | Portfolio Manager | 2017 | now |
| 自傳 | Christopher Lin is portfolio manager of Computers Portfolio, which he has managed since January 2013. Since joining Fidelity Investments in 2003, Mr. Lin has worked as a research analyst and portfolio manager. | ||
| Sonu Kalra | Portfolio Manager | 2017 | 2019 |
| 自傳 | Sonu Kalra is a 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. Kalra is lead portfolio manager of Fidelity Blue Chip Growth Fund, Fidelity Series Blue Chip Growth Fund, Blue Chip Growth ETF, and Fidelity Blue Chip Growth Commingled Pool. | ||
| Gavin Baker | Sector Leader | 2009 | 2017 |
| 自傳 | Baker joined Fidelity in 1999 as an equity research analyst following companies in the cement and building materials industries. He subsequently followed the semiconductor industry. In 2002, Baker began following the pharmaceutical sector, and managed Fidelity Select Pharmaceuticals Portfolio from 2002 to 2005. He then started following large- cap consumer stocks before assuming — in 2006 —the role of diversified analyst working with the large– cap growth group. Baker most recently began serving as sector leader of the telecom and utilities equity research group. | ||
| Sonu Kalra | Portfolio Manager | 2005 | 2009 |
| 自傳 | Sonu Kalra is a 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. Kalra is lead portfolio manager of Fidelity Blue Chip Growth Fund, Fidelity Series Blue Chip Growth Fund, Blue Chip Growth ETF, and Fidelity Blue Chip Growth Commingled Pool. | ||
| R. Shepherd Perkins | CIO (Chief Investment Officer) | 2003 | 2005 |
| 自傳 | Shep Perkins has been the Chief Investment Officer, Equities at Putnam since 2019. Prior to joining Putnam, Mr. Perkins was at Fidelity Investments, serving as Portfolio Manager; Portfolio Manager of Fidelity OTC Fund from 2003 to 2004; and as an Analyst, covering the health-care, telecommunications, and technology sectors, from 1997 to 2003. Prior to these roles, he was an Equity Research Associate, covering the chemicals sector at Donaldson, Lufkin & Jenrette from 1993 to 1997. He has been in the investment industry since 1993. | ||
| Jason Weiner | Vice President | 2000 | 2003 |
| 自傳 | Jason Weiner is co-manager of the fund, which he has managed since November 2006. He also manages Fidelity funds. Since joining Fidelity Investments in 1991, Mr. Weiner has worked as a research analyst and portfolio manager (other than a 6-month leave of absence in 2018). | ||
| Robert C. Bertelson | Portfolio Manager | 1997 | 2000 |
| 自傳 | Bertelson has been a portfolio manager with Fidelity Investments since 1991. From 1986 to 1991, he was a vice president and research analyst with Wellington Management Company. He also worked as a research associate with Booz, Allen & Hamilton from 1982 to 1984. | ||
| Charles Mangum | Vice President | 1996 | 1997 |
| 自傳 | Mangum is vice president and portfolio manager with Fidelity Investments. Since joining the company in 1990, he has served as an analyst and a manager. He also manages other Fidelity funds. Previously, he spent two years as a corporate finance analyst with Eppler, Guem, and Turner. | ||
| Abigail Johnson | Portfolio Manager | 1994 | 1996 |
| 自傳 | Johnson is a portfolio manager with Fidelity Investments. She joined Fidelity full time in 1988, after serving two summers as an equity research analyst with the company. Previously, Johnson was a research associate with the consulting firm of Booz, Allen and Hamilton. | ||
| Alan R. Radlo | CIO (Chief Investment Officer) | 1990 | 1994 |
| 自傳 | Alan Radlo, Chief Investment Officer of Cambridge Advisors. Mr. Radlo joined CI Investments in 2008 to found Cambridge Advisors. Prior to that, he was a portfolio manager at Fidelity Investments. In his 21-year career at the company, Mr. Radlo analyzed and selected stocks for Canadian, American and global equity portfolios. Prior to that, he worked as an analyst and a portfolio manager of a small-cap growth fund at Bank of Boston. He holds an economics degree from Brandeis University and a MBA from the University of Massachusetts in Amherst, Massachusetts. | ||
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