Joined Fidelity
- 1992
Industry experience
- 31 years
Career experience
- Analyst, Fidelity Investments
Education
- B.A., University of Wisconsin
- M. Sc., University of Wisconsin
Designation
- CFA
Of note
- Member of The Boston Security Analysts Society
I believe that stock prices follow earnings over longer periods of time, assuming you pay a fair price to begin with. I look to purchase stocks with four factors in mind: quality, growth, momentum, and free cash flow (valuation), and these factors are filtered through the lens of longer-term megatrends and what I call the three B’s: brands, barriers to entry, and best-in-class management
Funds managed
Portfolio manager
-
Fidelity Global Real Estate Fund
(Also available through Trust US$, Class CDN$ and Trust T-Series S5)
Subportfolio manager
-
Fidelity Global Dividend Fund
(Also available through Trust US$, Class CDN$ and Trust T-Series S5)
-
Fidelity Inflation-Focused Fund
(Also available through Trust US$ and Trust T-Series S5)
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