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The investment seeks long-term growth of capital. Under normal circumstances, this fund invests at least 80% of its assets in securities of companies with small market capitalizations. The sub-adviser generally defines small market capitalization companies as those whose market capitalizations are similar to the market capitalizations of companies in the MSCI Europe, Australasia and Far East (“EAFE”) Small Cap Index or the MSCI All Country World Index (“ACWI”) ex USA Small Cap Index.
Name | Title | Since | Until |
---|---|---|---|
David Jenkins | Portfolio Manager | 2022 | Now |
Biography | Since joining Fidelity Investments in 2007, Mr. Jenkins has worked as a global research analyst and portfolio manager. | ||
Sam E Chamovitz | Research Analyst | 2021 | 2023 |
Biography | Since joining Fidelity Investments in 2007, Mr. Chamovitz has worked as a research analyst and portfolio manager. | ||
Joseph S. Giroux | Portfolio Manager | 2020 | 2021 |
Biography | Joseph S. Giroux Member of the Portfolio Management team. Formerly a developed markets Portfolio Manager at Batterymarch Financial Management from 2012 to 2014. Prior to joining Batterymarch, he managed both US and non-US assets for 5 years at several firms—Golden Capital Management, Wells Capital Management and Evergreen Investments—that were affiliated with or acquired by Wells Fargo. He also served as a Portfolio Manager at TriPoint Asset Management and The Boston Company Asset Management. Education: BS in Computer Science from New England Institute of Technology. | ||
Christopher W. Floyd | Portfolio Manager | 2006 | 2021 |
Biography | Christopher W. Floyd, CFA Member of the Portfolio Management team. Formerly a developed markets Senior Portfolio Manager at Batterymarch Financial Management from 2012 to 2014. At Batterymarch, he also served as a Portfolio Manager from 2003 to 2012 and and Quantitative Analyst from 2000 to 2003. Prior to joining Batterymarch, he performed market analysis at Urban & Associates and worked with retirement plans at Bay State Federal Savings Bank. Education: BA in Economics from Dartmouth College; MBA from Cornell University. | ||
Stephen A. Lanzendorf | Portfolio Manager | 2011 | 2021 |
Biography | Stephen A. Lanzendorf, CFA Portfolio Manager • Member of the Portfolio Management group. • Formerly Deputy Chief Investment Officer and head of the Developed Markets investment team at Batterymarch Financial Management from 2012 to 2014. At Batterymarch, he also served as co-head of the Developed Markets team from 2010 to 2012 and head of the US investment team from 2006 to 2010. Prior to joining Batterymarch, he spent six years as the Director of Quantitative Strategies at Independence Investments, where he also managed the equity trading desk. He was also a Portfolio Manager and Quantitative Analyst at The Colonial Group for 10 years. • Education: BS and MS in Nuclear Engineering from Massachusetts Institute of Technology. | ||
Adam J. Petryk | Head of Multi-Asset and Solutions | 2008 | 2013 |
Biography | Adam Petryk, CFA President and CEO Responsible for all business, strategic and investment decisions. Prior to joining QS Investors, Adam held executive roles at Legg Mason and its core affiliates for over 15 years. He served as Chief Investment Officer at Batterymarch Financial Management, where he served on the firm’s management committee and managed the overall quantitative investment platform including research, portfolio management and technology. Prior to joining Batterymarch, he spent eight years at Legg Mason Canada Inc. as Chief Investment Officer, Head of the Quantitative Management Team and Quantitative Strategist. Education: BS in Computer Engineering from University of Waterloo, Ontario, Canada; MS in Electrical Engineering from University of Waterloo. | ||
Charles F. Lovejoy | Portfolio Manager | 2006 | 2013 |
Biography | Lovejoy is portfolio manager with Batterymarch Financial Management, his employer since 1992. Previously, he was managing director with Boston International Advisors from 1990 to 1992, and senior vice president with Putnam Management from 1980 to 1990. Lovejoy holds the Chartered Financial Analyst designation. He is also a former president of the Boston Quantitative Discussion Group and the Boston Security Analysts Society. | ||
John S. Vietz | Portfolio Manager, quantitative Analyst | 2006 | 2007 |
Biography | Vietz is a portfolio manager with Batterymarch. Prior to joining Batterymarch as a quantitative analyst in 2003, he was an equity research analyst at Manning & Napier and Barra RogersCasey. Vietz holds the Chartered Financial Analyst designation. | ||
Jeremy D.C. Knight | analyst/fund Manager | 2006 | 2007 |
Biography | Knight joined Legg Mason Investments, Batterymarch's London affiliate, in 1999. Prior to that, he was an analyst/fund manager at Colonial First State, with experience in U.K., European and Asian assets. |
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