Lipper Fund Award 2024
Fidelity Investments Canada received sixteen Lipper Fund Awards for delivering consistently strong risk-adjusted performance.
Adam Kramer
CPA
Joined Fidelity
2000
Industry experience
31 years
Career experience
Chartered professional accountant and an auditor, RSM Richter
Education
Bcom, McGill University
MBA, Cornell University
My investment approach focuses on finding both value and income across all income oriented asset classes. I am constantly monitoring three key risks in the portfolio; credit risk, duration risk and equity risk with the goal of providing an attractive level of income, capital appreciation and most importantly downside protection.
Funds managed
Portfolio manager
-
Fidelity Strategic Income Fund
(Also available through Trust US$ and Trust currency neutral)
Underlying fund manager
-
Fidelity Global Equity+ Balanced Fund
(Also available through ETF Series CDN$, Trust US$ and Trust T-Series)
Portfolio co-manager
-
Fidelity Tactical High Income Fund
(Also available through ETF Series CDN$, Trust US$, Trust currency neutral and Trust T-Series)
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