Two complementary investment approaches combined to help generate alpha and lower volatility throughout a market cycle.
“Mark likes to dig for opportunities where others often fear to tread.”— Jade Hemeon, Investment Executive
“Steve does plenty of window shopping to find the right stocks, but few match his standards.”— Shirley Won, The Globe and Mail
“Even if you know how good his track record is, you are still taken aback by the brilliance of this manager.”— Don Phillips, president of fund research at Morningstar
“One of the world’s greatest investors”— SmartMoney Magazine
A combined growth and value approach that provides diversification across sectors, market capitalizations and regions, and offers the potential for strong risk-adjusted returns.
In an ever-changing and complex financial services world, we’re committed to developing quality products that provide long-term value.
Fidelity is one of the world’s largest providers of financial services. As a privately owned firm, we have been providing investment solutions and innovations to our clients for more than 70 years. We’ve invested in unparalleled research, bottom-up fundamental analysis, product innovation and our people. With over 800 investment professionals worldwide, Fidelity takes local market knowledge, identifies real opportunities and makes them available to you here at home.Learn more →