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18.219
+0.060
+0.33%
01/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 8.63M
Fidelity NorthStar Sr F5
18.219
+0.060
+0.33%
- Overview
- Profile
- Historical Data
- Holdings
Fidelity Northstar Sr F5 Overview
On this page you'll find an in-depth profile of Fidelity Northstar Sr F5. Learn about the key management, total assets, investment strategy and contact information of 0P0000YRKD among other information.
Investment Strategy
The Fund aims to achieve long-term capital growth. It invests primarily in equity securities of companies anywhere in the world.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Morgen D Peck | Research Analyst | 2021 | Now |
| Biography | Since joining Fidelity Investments in 2003, Ms. Peck has worked as a research analyst and portfolio manager. | ||
| Sam E Chamovitz | Research Analyst | 2021 | Now |
| Biography | Since joining Fidelity Investments in 2007, Mr. Chamovitz has worked as a research analyst and portfolio manager. | ||
| Kyle Weaver | Portfolio Manager | 2019 | Now |
| Biography | Kyle Weaver is portfolio manager of the fund, which he has managed since July 2015. He also manages other funds. Since joining Fidelity Investments in 2008, Mr. Weaver has worked as a research analyst and portfolio manager. Mr. Weaver earned his Bachelor of Arts degree in public policy from Stanford University. | ||
| David D. Wolf | Adviser | 2018 | Now |
| Biography | David joined Fidelity in September 2013. From 2009 to 2013, David served as Adviser to the Governor of the Bank of Canada and as secretary to the Governing Council of the Bank of Canada, where he oversaw analysis supporting the monetary policy decision process and represented Canada’s central bank on numerous international bodies. Previously, David was head of Canadian economics and chief strategist at Merrill Lynch from 2005 to 2009. between 1997 and 2005. He began working in the investments industry in 1997.David earned a BA in economics from Princeton University. | ||
| Daniel Dupont | Portfolio Manager | 2011 | Now |
| Biography | Daniel Dupont is a portfolio manager for Pyramis Global Advisors, a Fidelity Investments company. He joined Fidelity in 2001 as a research analyst analyzing companies in the Canadian consumer product and food and drug retailing industries, then adding coverage of the Canadian gold industry and banks. Mr. Dupont received a Joint Honours in economics & finance from the McGill Commerce program in 2001. | ||
| Joel C. Tillinghast | Portfolio Manager | 2002 | Now |
| Biography | Joel Tillinghast is a portfolio manager for Fidelity Investments. He joined Fidelity Investments in 1986 as an equity analyst covering the tobacco, coal, natural gas, personal care products, and appliance industries. He later served as portfolio assistant on Fidelity OTC Portfolio, a fund available to U.S. investors. Mr. Tillinghast received a Bachelor of Arts degree in economics from Wesleyan University, in Connecticut, and an MBA from the Kellogg School of Management at Northwestern University. | ||
| Cecilia Mo | Portfolio Manager | 2006 | 2011 |
| Biography | Cecilia Mo, MBA, has more than 15 years in the investment industry and joined GCIC Ltd. in 2011. An award-winning portfolio manager, Cecilia is focused on consistentstrong performance while providing downside protection. Cecilia began forming her value approach to investing in 1996 when she joined Neuberger Berman. In 2000, she joined a leading global mutual fund company progressing from analyst to portfolio manager. Cecilia earned a BA in business from the University of British Columbia and an MBA from the Wharton School of the University of Pennsylvania. | ||
| Alan R. Radlo | CIO (Chief Investment Officer) | 2002 | 2006 |
| Biography | 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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