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The Fund aims to increase the value of investor's investment over a period of 5 years or more. The Fund will invest at least 70% in equities (and their related securities) of UK companies (those domiciled, incorporated or having significant business in the UK). The Fund may also invest a proportion of its assets in global companies listed in the UK. It aims to hold a concentrated portfolio of less than 50 securities. The Investment Manager will focus on companies which it believes have sustainable long term earnings potential. The Investment Manager is not restricted in terms of size or industry. The Fund is actively managed without reference to a benchmark.
Name | Title | Since | Until |
---|---|---|---|
Karan Singh | - | 2020 | Now |
Aruna Karunathilake | Portfolio Manager | 2007 | Now |
Biography | Aruna Karunathilake joined Fidelity in 2000 as a research associate, and became an equity analyst covering the construction, real estate, telecoms and technology sectors. He has run part of an institutional multi-manager fund since November 2006. Aruna has a Masters degree in Chemistry from Oxford University. | ||
Mark Hodges | Chief Compliance Officer | 2005 | 2007 |
Biography | Mark is a principal and Chief Compliance Officer. Mark is charged with all compliance and administrative responsibilities related to advisory clients of Walthausen & Co. He has over 25 years experience in the financial industry. From 1998 to 2007, Mark was Vice President of institutional equity sales at C.L. King and Associates. Prior to 1998, he worked in the same capacity marketing Australian and New Zealand equities, as well as spending two years as an equities portfolio manager with J. B. Were Investment Management. Mark received a Bachelor of Economics degree from Monash University in Melbourne, Australia. He was born on June 12, 1958. | ||
Sanjeev Shah | Portfolio Manager | 2002 | 2005 |
Biography | Sanjeev Shah is a portfolio manager with Fidelity Investment Services Limited. He has been with Fidelity since 1996, when he joined as a research analyst covering the food retail, media, pharmaceutical and telecom sectors. Between 1998 and 2002, Sanjeev was the Assistant Portfolio Manager to the UK Income Fund Managers. In October 2002, he took on the management responsibility for the Fidelity UK Aggressive Fund. | ||
Glen Pratt | lead Manager on é ú1.7billion | 1998 | 2002 |
Biography | Glen has twelve years investment experience. He joined from Newton Investment Management, where he was lead manager on £1.7billion of UK equities, including the Newton Growth Fund (A rated by S&P) and the Newton Income Fund (A rated by S&P and AA rated by OBSR - Forsyth). He joined Newton in January 2003 from Fidelity where he managed the Fidelity UK Aggressive Fund. Under his management this fund achieved top quartile performance over four years and was rated 5 star by Morningstar. |
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