With over 50 years’ experience managing equity portfolios, we offer institutional clients a broad range of investment solutions across the risk/return spectrum. Our distinctive active strategies extend across geographies, sectors, investment objectives (capital growth vs. income), risk spectrum, investment styles and market cap. They include long-only as well as long/short strategies.

Explore our equities outlook

Competitive advantages

Bottom-up approach research advantage

Through thorough bottom-up fundamental research, longer term perspectives and great access to company management, Fidelity can develop unique insights, build strong investment cases and deliver consistent risk-adjusted performance for clients.

Unique investment culture

Fidelity provides a unique environment rich in collaboration, within which analysts and portfolio managers with diverse skillsets, experience and style biases can debate and challenge ideas, and assess investment theses from a wide range of perspectives.

Differentiated strategies

Portfolio Managers each adopt clearly defined stock picking approaches that are transparent, resilient, risk-controlled and repeatable. They have ultimate accountability for selecting the stocks and constructing portfolios which satisfy their investment philosophy and the specific requirements of clients.

Our capabilities

  • Global equities
  • Regional equities
  • Single country equities
  • Sector and thematic
  • Absolute return
  • Single factor
  • Multi factor
  • Index-tracking
  • Bespoke solutions

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