Joined Fidelity
- 1986
Industry experience
- 43 years
Career experience
- Portfolio assistant, Fidelity Investments
- Equity analyst, Fidelity Investments
- Financial futures research analyst, Drexel Burnham Lambert
- Equity analyst, Value Line Investment Survey
Education
- BA, Wesleyan University
- MBA, Kellogg School of Management at Northwestern University
Designation
- CFA
Seeing the future is just too difficult for some businesses. I prefer those that aren’t changing too fast. You’ll be less wrong with businesses whose cash flows and sales are easier to project.
Funds managed
Portfolio manager
-
Fidelity Global Growth and Value Class
(Also available through Class US$, Class currency neutral and Class T-Series S5)
-
Fidelity Global Intrinsic Value Class
(Also available through Trust US$, Trust CDN$, Class US$, Class currency neutral and Class T-Series S5)
-
Fidelity NorthStar® Fund
(Also available through Trust US$, Class US$, Class CDN$, Class currency neutral and Trust T-Series S5)
Underlying fund manager
-
Fidelity American Balanced Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)
-
Fidelity NorthStar® Balanced Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)