Talib Sheikh among four hires
Partner Insight: Fidelity Global Special Situations fund manager Jeremy Podger's experience of managing global equities since 1990 means that he has a clear and consistent focus on three types of 'investments' when it comes to allocating stocks for his...
Partner Insight: Fidelity Global Special Situations fund manager Jeremy Podger explains how his three-category asset allocation process is used to generate complementary sources of alpha potential while simultaneously providing a balanced overall style...
INDUSTRY VOICE: Fidelity Global Special Situations fund manager Jeremy Podger explains how his three-category asset allocation process is used to generate complementary sources of alpha potential while simultaneously providing a balanced overall style...
Industry Voice: As the growth vs value debate rumbles on and markets become increasingly polarised, Jeremy Podger outlines the importance of taking a more pragmatic and balanced view. He discusses value traps - and opportunities - and reveals how this...
Partner Insight: Fidelity portfolio manager Alex Wright on how he deals with negative market sentiment and why he approaches risk in a different way to his peers
Partner Insight: Wright illustrates how the Fidelity Special Situations fund works in practice by referencing the fund's significant investment in Irish housebuilder Cairn Homes, which is focused on building homes in Dublin and its surrounding suburbs....
Partner Insight: The fund follows a bottom-up approach to choose the 100 or so stocks that form the portfolio. Specifically, Wright invests using a three-stage cycle - when stocks enter the portfolio at stage one they will have been through a tough period,...
Partner Insight: Alex Wright explains how he has honed his value contrarian approach to investing in the Fidelity Special Situations Fund and why the potential to lose money is often lower than in traditional funds
PARTNER INSIGHT: Japanese equity valuations remain attractively valued relative to the rest of the world. As shareholder friendly reform gathers pace, where are the opportunities for active managers in Japan over 2018?