Aligned with investors
January 2019
Joined Fidelity
- 2008
Industry experience
- 23 years
Career experience
- Research analyst, Fidelity Investments
- Portfolio Manager, KBSH Capital Management
Education
- BBA, Wilfrid Laurier University
Designation
- CFA
Most portfolio managers have a goal to make you money, whereas I have a goal not to lose you money.
Funds managed
Portfolio manager
-
Fidelity American Equity Fund
(Also available through Trust US$, Class US$, Class CDN$, Class currency neutral, Systematic currency hedged and Trust T-Series S5)
-
Fidelity Small Cap America Fund
(Also available through Trust US$, Class US$, Class CDN$, Class currency neutral, Systematic currency hedged and Trust T-Series S5)
Underlying fund manager
-
Fidelity American Balanced Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)
-
Fidelity CanAm Opportunities Class
(Also available through Class US$, Class currency neutral and Class T-Series S5)
