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Fidelity Select Enterprise Technology Services Portfolio (FBSOX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 4.14B
Fidelity Select IT Services
68.85
+0.40
+0.58%
- Overview
- Profile
- Historical Data
- Holdings
FBSOX Overview
On this page you'll find an in-depth profile of Fidelity Select Enterprise Technology Services Portfolio. Learn about the key management, total assets, investment strategy and contact information of FBSOX among other information.
Investment Strategy
The investment seeks capital appreciation. The fund normally invests primarily in common stocks. The fund invests at least 80% of assets in securities of companies principally engaged in providing enterprise technology services. The fund is non-diversified.
Contact Information
Address
483 Bay Street
Toronto,ON M5G 2N7
Canada
Toronto,ON M5G 2N7
Canada
Phone
416-307-5200
Fax
1-800-387-8092
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Elliot Mattingly | Portfolio Manager | 2024 | Now |
| Biography | Elliot Mattingly is portfolio manager of Automotive Portfolio, which he has managed since April 2017. Since joining Fidelity Investments in 2015, Mr. Mattingly has worked as an equity research analyst intern, research analyst, and portfolio manager. Prior to joining Fidelity Investments in 2015, Mr. Mattingly worked as an associate at Bain Capital from 2012-2014 and a senior associate consultant at Bain & Company from 2009-2012. | ||
| Becky Baker | - | 2020 | 2024 |
| Biography | Becky Baker is a research analyst and portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Ms. Baker manages Fidelity Select Enterprise Tech Services Portfolio. She co-manages the Fidelity Advisor Growth Opportunities Fund and the technology sleeve of the Fidelity Series All-Sector Equity Fund. Additionally, she covers IT services, software, and other information technology stocks as an analyst. Prior to assuming her current role, Ms. Baker managed Fidelity Select Leisure Portfolio and covered consumer stocks, including restaurants, hotels, gaming, cruise lines. Prior to joining Fidelity as an equity research intern, Ms. Baker served an equity analyst intern at SEI Investments. She has been in the financial industry since 2012. Ms. Baker earned her bachelor of arts degree in economics from Swarthmore College. | ||
| Zachary Turner | Portfolio Manager | 2019 | 2021 |
| Daniel Sherwood | Portfolio Manager | 2015 | 2019 |
| Biography | Dan Sherwood is a portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Sherwood manages the Fidelity New Millennium Fund and co-manages Fidelity Mid Cap Stock Fund, Fidelity Advisor Mid Cap II Fund, and VIP Mid Cap Portfolio. Prior to assuming his current responsibilities, Mr. Sherwood was a research analyst responsible for covering a variety of software and IT services companies. Additionally, he was a research analyst on the Real Estate team, where he covered various real estate investment trusts (REITs) and other real estate related companies. Before joining Fidelity in 2008, Mr. Sherwood was a vice president at Merrill Lynch Institutional Equity Trading, and an analyst for Merrill Lynch Institutional Equity Sales. He has been in the financial industry since 1998. Mr. Sherwood earned his bachelor of arts degree from Yale University and his master of business administration degree from The Wharton School of the University of Pennsylvania. | ||
| Kyle Weaver | Portfolio Manager | 2009 | 2017 |
| Biography | Kyle Weaver is portfolio manager of the fund, which he has managed since July 2015. He also manages other funds. Since joining Fidelity Investments in 2008, Mr. Weaver has worked as a research analyst and portfolio manager. Mr. Weaver earned his Bachelor of Arts degree in public policy from Stanford University. | ||
| Jane Liou | Portfolio Manager | 2007 | 2009 |
| Biography | Liou is a portfolio manager of Fidelity. | ||
| Benjamin Hesse | Portfolio Manager, Research Analyst | 2006 | 2007 |
| Biography | Benjamin Hesse, Managing Director, is a Portfolio Manager at J.P. Morgan Global Alternatives in New York. He is foucsed on the financial sector and currently managers J.P. Morgan Global Bank Opportunities. Prior to joining J.P. Morgan Asset Management in 2014, Ben spent nine years at Fidelity Management & Research in Boston, where he was Head of Global Financials Equity Research. At Fidelity, he managed a 15-person global research team and secen sector portfolios with more than $3bn in assets. He also directed Fidelitys overall positioning in financials stocks. Ben earned an MBA from Columbia Business SChool, and MA in Economics from New York University and a BA in Finance from Michigan State University. | ||
| James Morrow | Portfolio Manager | 2006 | 2007 |
| Biography | Mr. Morrow is the founder and CEO of Callodine Group, LLC, the parent entity of the Sub-Advisor. Mr. Morrow has managed the Series since its inception in 2023 and managed the Predecessor Fund since its inception in 2022. Mr. Morrow is primarily responsible for the day-to-day management of the Series. Previous positions held in the last five years: Chief Investment Officer, Callodine; portfolio manager, Fidelity Investments (FMRCo). | ||
| Nicola Stafford | Member | 2004 | 2006 |
| Biography | Nicola Stafford is a portfolio manager in the Equity division at Fidelity Investments. She has been in the financial industry since 2001. Ms. Stafford earned her bachelor of science degree in mechanical engineering and economics from the Massachusetts Institute of Technology (MIT). | ||
| Dion Hershan | - | 2003 | 2006 |
| Biography | Dion is Executive Chairman and Head of Australian Equities. He is responsible for leading the Australian Equities team, focusing on large cap equities. Prior to transitioning to Yarra Capital Management, Dion was the Head of Australian Equities of Goldman Sachs Asset Management, a position held since July 2007. He was previously a Fund Manager at Citadel Investment Group based in New York where he managed a long/short portfolio. He also worked as an Analyst and Fund Manager for Boston-based Fidelity Investments, where he was responsible for managing a diversified fund. Before moving to the US, Dion worked at Boston Consulting Group where he undertook financial and quantitative analysis, project and client account management. Dion holds a Bachelor of Commerce and a Bachelor of Arts from Monash University and an MBA from Columbia Business School, New York. | ||
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