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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Maurice FitzMaurice | Portfolio Manager | 2024 | now |
自傳 | Since joining Fidelity Investments in 1998, Mr. Fitzmaurice has worked as research analyst and portfolio manager. | ||
Daniel Sherwood | Portfolio Manager | 2019 | now |
自傳 | Dan Sherwood 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. Sherwood manages the Fidelity New Millennium Fund and co-manages Fidelity Mid Cap Stock Fund, Fidelity Advisor Mid Cap II Fund, and VIP Mid Cap Portfolio. Prior to assuming his current responsibilities, Mr. Sherwood was a research analyst responsible for covering a variety of software and IT services companies. Additionally, he was a research analyst on the Real Estate team, where he covered various real estate investment trusts (REITs) and other real estate related companies. Before joining Fidelity in 2008, Mr. Sherwood was a vice president at Merrill Lynch Institutional Equity Trading, and an analyst for Merrill Lynch Institutional Equity Sales. He has been in the financial industry since 1998. Mr. Sherwood earned his bachelor of arts degree from Yale University and his master of business administration degree from The Wharton School of the University of Pennsylvania. | ||
Thomas Allen | Vice President | 2001 | now |
自傳 | He most recently worked for Stewart Investors in London. Tom joined the predecessor business of Stewart Investors in 2012. He initially worked in Singapore, before moving to Edinburgh to work on Asia Pacific strategies. From 2015, Tom was part of the Stewart Investors team in London. He co-managed Asia Pacific and Emerging Markets strategies with Ashish Swarup from 2017. He has a degree in History from University College London (UCL). | ||
David Felman | Vice President, Portfolio Manager | 1999 | 2001 |
自傳 | Felman is vice president and portfolio manager with Fidelity Investments, his employer since 1993. |
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