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Our Small Cap Core discipline is an active, bottom-up, sector neutral product. The strategy’s objective is to outperform the Russell 2000 Index. While the final portfolio is constructed to have similar style, characteristics, and sector weightings relative to the benchmark, the portfolio’s typical tracking error is 3%-5%.
Name | Title | Since | Until |
---|---|---|---|
Ethan Hugo | - | 2008 | Now |
Biography | Ethan Hugo is a portfolio manager for Fidelity Investments who joined Fidelity in 2005 as a research analyst. He is a former sector analyst on Fidelity American Disciplined Equity® Fund. Mr. Hugo received a BA in economics from Princeton University and is a member of the Boston Security Analysts Society. | ||
Forrest St. Clair | Research Analyst, Manager | 2008 | 2010 |
Biography | Forrest St. Clair is a portfolio manager for Fidelity Investments. He joined Fidelity in 1998 as an equity research associate, covering the industrials, restaurant, food packaging and specialty retail sectors. Mr. St.Clair left Fidelity in 2005 to co-found Skystone Capital Management, and subsequently returned to Fidelity as a U.S. small cap portfolio manager in 2008. He received a BA in biology from Williams College in 1998. | ||
Not Disclosed | - | 1994 | 2008 |
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