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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Aidan Brandt | - | 2024 | now |
Elliot Mattingly | Portfolio Manager | 2022 | 2024 |
自傳 | Elliot Mattingly is portfolio manager of Automotive Portfolio, which he has managed since April 2017. Since joining Fidelity Investments in 2015, Mr. Mattingly has worked as an equity research analyst intern, research analyst, and portfolio manager. Prior to joining Fidelity Investments in 2015, Mr. Mattingly worked as an associate at Bain Capital from 2012-2014 and a senior associate consultant at Bain & Company from 2009-2012. | ||
Caroline Tall | Portfolio Manager | 2017 | 2022 |
自傳 | Caroline Tall, Managing Director, is a member of the Fundamental Active Equity division of BlackRock's Active Equities Group. She is co-portfolio manager for the Technology equity portfolios and responsible for coverage of the technology sector. Caroline joined BlackRock from Fidelity in September 2022, where she was a lead PM and Research Analyst focusing on hardware within the technology sector. Caroline began her career as an equity research analyst 14 years ago at Fidelity covering the global technology sector. She was named the portfolio manager of the Fidelity Select Hardware portfolio in 2017 and of the Fidelity Select Communications Equipment Fund in 2018. Caroline earned a Bachelor of Arts in Medieval and Renaissance Studies from Wellesley College in 2009. | ||
Christopher Lin | Portfolio Manager | 2013 | 2018 |
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. | ||
Matthew S. Schuldt | Equity Research Analyst | 2010 | 2013 |
自傳 | Schuldt joined Fidelity in 2006, as an equity research analyst following companies in the specialty chemicals and industrial gas industries. In 2001, he co–founded Go4College.com, an Internet–based admissions counseling organization, where he served as president until 2006. Schuldt started his career in 1999, as an operations manager and internal consultant for McMaster–Carr Supply Company in Elmhurst, IL. | ||
Heather Lawrence | Portfolio Manager | 2006 | 2010 |
自傳 | Lawrence is a portfolio manager with Fidelity Investments. She joined Fidelity Investments as an analyst in 2001. Previously, Lawrence was an equity research associate with Morgan Stanley Dean Witter Discover & Co. in New York, from 1997 to 1999. | ||
James Morrow | Portfolio Manager | 2005 | 2006 |
自傳 | Mr. Morrow is the founder and CEO of Callodine Group, LLC, the parent entity of the Sub-Advisor. Mr. Morrow has managed the Series since its inception in 2023 and managed the Predecessor Fund since its inception in 2022. Mr. Morrow is primarily responsible for the day-to-day management of the Series. Previous positions held in the last five years: Chief Investment Officer, Callodine; portfolio manager, Fidelity Investments (FMRCo). | ||
Naved Khan | equity Research Analyst | 2005 | 2005 |
自傳 | Khan recently began following technology companies after managing Fidelity Select Natural Gas Portfolio from 2002 to 2005. He joined Fidelity’s equity research department in 1995, initially following home-building, manufactured-housing and building-materials stocks, and later covering media and entertainment stocks. Khan rejoined Fidelity’s equity research department as an equity research analyst in 2002 following the exploration and production, and pipeline industries. | ||
Sonu Kalra | Portfolio Manager | 2002 | 2005 |
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. | ||
Christian Zann | Portfolio Manager | 2002 | 2002 |
自傳 | 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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