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17.33
-0.10
-0.57%
20/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 8.19B
Strategic Advisers Value
17.33
-0.10
-0.57%
- Overview
- Profile
- Historical Data
- Holdings
Strategic Advisers® Value Fund Overview
On this page you'll find an in-depth profile of Strategic Advisers® Value Fund. Learn about the key management, total assets, investment strategy and contact information of FVSAX among other information.
Investment Strategy
The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It invests directly in securities through one or more managers (sub-advisers) or indirectly in securities through one or more other funds, referred to as underlying funds, which in turn invest directly in securities. The fund normally invests primarily in securities of companies with large market capitalizations. It invests in domestic and foreign issuers. The fund allocates assets among affiliated funds and non-affiliated funds that participate in Fidelity's FundsNetwork®, non-affiliated ETFs (collectively, underlying funds), and sub-advisers.
Contact Information
Address
483 Bay Street
Toronto,ON M5G 2N7
Canada
Toronto,ON M5G 2N7
Canada
Phone
416-307-5200
Fax
1-800-387-8092
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Gopalakrishnan Anantanatarajan | Senior Research Analyst | 2015 | Now |
| Biography | Since joining Fidelity Investments in 2006, Mr. Anantanatarajan has worked as a senior research analyst, research analyst, research associate, and a senior research associate. | ||
| John A. Stone | Portfolio Manager | 2008 | Now |
| Biography | John A. Stone is lead portfolio manager of the fund, which he has managed since 2008. He also manages other funds. Mr. Stone joined Fidelity Investments in 1993 as a customer service team leader and also worked as a financial analyst and investment strategist. In 2006, Mr. Stone left Fidelity Investments and joined Mercer Global Investments as a portfolio manager and Principal. Since returning to Fidelity Investments in 2008, Mr. Stone has worked as a portfolio manager. | ||
| Gloria H. Fu | Vice President | 2017 | 2018 |
| Biography | Gloria Fu, CFA, is the employee of J.P. Morgan Investment Management Inc. since 2002; Managing Director; Member of the U.S. Equity Value Group. | ||
| Jonathan K.L. Simon | Managing Director | 2017 | 2018 |
| Biography | Jonathan K.L. Simon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 1980, and a member of U.S. Equity Value Group. In addition, he joined the firm as an analyst in the London office, transferred to New York in 1983 and became a portfolio manager in 1987. Jonathan has held numerous key positions in the firm, including president of Robert Fleming's U.S. asset management. | ||
| Lawrence E. Playford | Chief investment officer | 2017 | 2018 |
| Biography | Lawrence Playford is Chief investment officer of the U.S. equity value group since 2016 and portfolio manager of JPMorgan’s U.S. equity value group since 2004. He began his investment career in 1993 and has a BBA from the University of Notre Dame and an MBA from Fordham University. | ||
| Greg Sleight | Partner | 2014 | 2018 |
| Biography | Greg Sleight is a Partner, Portfolio Manager and Quantitative Analyst of LSV. At LSV, Mr. Sleight is part of our quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our models and systems. Mr. Sleight received a B.S. in Material Science & Engineering from the University of Illinois in 2000 and an M.B.A. in Econometrics, Economics & Analytic Finance from the University of Chicago in 2006. | ||
| Guy Lakonishok | Partner & Portfolio Manager | 2014 | 2018 |
| Biography | Guy Lakonishok, CFA is a Partner, Portfolio Manager and Quantitative Analyst at LSV. Prior to joining LSV, Mr. Lakonishok was a Vice President in the Quantitative Equity group at BlackRock. His responsibilities included research, portfolio implementation, system development and performance attribution. Prior to this experience, Mr. Lakonishok was an analyst in the Quantitative Equity group at Weiss, Peck, and Greer, where he was responsible for developing portfolio analytics and assisting in the day-to-day management of the portfolios. Mr. Lakonishok received a B.S. in Applied Science with | ||
| David J. Pyle | Managing Director | 2013 | 2018 |
| Biography | Mr. Pyle is a portfolio manager for Boston Partners Large Cap Value portfolios. Prior to assuming this role, he was a research analyst covering the utility, insurance, leisure & lodging, packaging, publishing, and computer equipment & services sectors. Mr. Pyle joined the firm from State Street Research where he was a research analyst and associate portfolio manager in their equity value group. Prior to that, he spent five years with Price Waterhouse. Mr. Pyle holds a B.S. degree in business administration from California State University, Chico, and an M.B.A. degree from the Kenan-Flagler School of Business at the University of North Carolina. Mr. Pyle holds the Chartered Financial Analyst® designation. He has twenty-five years of investment experience. | ||
| Mark E. Donovan | Chairperson | 2013 | 2018 |
| Biography | Mr. Donovan is a senior portfolio manager for Boston Partners Large Cap Value portfolios. Previously, he was Co-Chief Executive Officer, responsible for strategic and tactical operating decisions affecting the firm. He was one of the founding partners of Boston Partners Asset Management in 1995. He joined the firm from The Boston Company where he was Senior Vice President and equity portfolio manager. He also spent five years as a consulting associate with Kaplan, Smith & Associates, and two years as a securities analyst for Value Line Inc. Mr. Donovan holds a B.S. degree in management from Rensselaer Polytechnic Institute. He holds the Chartered Financial Analyst® designation. He has thirty-nine years of investment experience. | ||
| Howard Gleicher | CEO & CIO | 2012 | 2018 |
| Biography | Howard Gleicher is CEO and Chief Investment Officer of Aristotle Capital. Having begun in the investment industry in 1985, Howard heads the firm and leads the investment effort. Prior to founding Aristotle Capital, Howard was co-founder, CEO and Chief Investment Officer at Metropolitan West Capital Management, LLC. Howard’s prior investment-related experience includes serving as Principal, Portfolio Manager and Investment Policy Committee member at Palley-Needelman Asset Management, Inc., and Equity Portfolio Manager at Pacific Investment Management Company (PIMCO). | ||
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