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The fund aims to achieve long-term capital growth by investing principally in equity securities which have a value style bias and are issued by companies having their head office or exercising a predominant part of their activity in Europe. Investments are usually focused in the highest conviction stock recommendations identified by FIL Group research analysts, other than in extreme market conditions or where required to meet the investment objective of the fund. The fund is actively managed and references the MSCI Europe Value Index (the ‘’Index’’) for performance comparison only.
Name | Title | Since | Until |
---|---|---|---|
Matt Jones | - | 2016 | 2022 |
Biography | Matt Jones is the Co-Portfolio Manager of the Fidelity Research Strategy (FIRST) range of strategies. He has over 19 years’ investment experience specialising in quantitative analysis and portfolio management. He has been responsible for the day-to-day management of a range of Fidelity’s research-driven equity strategies since 2011, initially in the role of Quantitative Portfolio Assistant and subsequently, since July 2011, as Portfolio Manager. | ||
Hiten Savani | Portfolio Manager | 2016 | 2022 |
Biography | Hiten Savani has over 17 years investment experience and has been closely associated with Fidelity’s systematic equity strategies since 2010 when he joined the company. In his role as Investment Director, Hiten was involved with the evolution of the Fidelity Research Strategy, including the development of the FIRST global strategies, which were launched in 2013 and the Sustainable Research Enhanced strategy. He was also involved in institutional product strategy and development. He became Portfolio Manager in 2013. Previously Hiten was a member of the Portfolio Strategy group at Goldman Sachs. | ||
Panos Theofilopoulos | - | 2014 | 2016 |
Neil Madden | - | 2011 | 2014 |
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