Positive change investing
January 2019
Joined Fidelity
- 1999
Industry experience
- 29 years
Career experience
- Equity research analyst, Fidelity Investments
- Pension Consulting, SEI Investments
Education
- BBA, Wilfrid Laurier University
- MBA, Columbia University
Designation
- CFA
Events change quickly. People don’t. Recognizing those moments of change allow me to find opportunities that traditional investors overlook.
Funds managed
Portfolio manager
-
Fidelity Canadian Growth Company Fund
(Also available through Trust US$, Class US$, Class CDN$ and Trust T-Series S5)
-
Fidelity Global Innovators® Class
(Also available through ETF CDN$, ETF US$, Class US$, Class currency neutral and Class T-Series S5)
-
Fidelity Multi-Asset Innovation Fund
(Also available through Trust US$ and Trust T-Series S5)
-
Fidelity Special Situations Fund
(Also available through Trust US$, Class US$, Class CDN$ and Trust T-Series S5)
Underlying fund manager
-
Fidelity CanAm Opportunities Class
(Also available through Class US$, Class currency neutral and Class T-Series S5)
-
Fidelity Global Equity+ Fund
(Also available through Trust US$ and Trust T-Series S5)
