Our approach

The hallmark of our asset management style is a commitment to fundamental in-depth research on the companies we invest in. We apply this principle not only in managing equity, but in fixed income, cash and multi-asset management as well.

Fidelity’s advantage is its research capability. Over 300 investment professionals1 contribute to and share the investment insights used by our portfolio managers. Our globally integrated network of talent provides the breadth and depth of research to uncover the most attractive investment opportunities.

 

Research strength

Our investment professionals conduct thorough, first-hand research to understand the true investment potential of companies and deliver consistent value to investors. Rather than relying purely on third-party research, our investment teams across the globe visit companies in person and make extensive inquiries at every level of a company, from factory floors to senior company management, and even a company’s suppliers, distributors and customers.

What’s more, our reputation and scale allows us to attract the very best talent in the investment management industry, and retain their services for, on average, long tenures. This stable pool of talented analysts and portfolio managers allows us to maintain a consistent approach to investment management.

 

International reach

Fidelity‘s research capabilities have a truly global footprint. We benefit from analysts based in Boston, Frankfurt, Hong Kong, London, Milan, Mumbai, Paris, Seoul, Singapore, Sydney and Tokyo. Our research covers more than 95% of the world’s largest listed companies2. But it’s the way we work that really sets us apart. Our integrated network of talent freely shares ideas and concepts. Ideas in one region can inform investments in another, giving us a truly global understanding of financial markets that few investment managers can match.

 

1. As of 31/12/2012. Data is unaudited.

2. World’s largest listed companies as defined by the MSCI World Index.