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종목명 | 헤드라인 | 재직 시작연도 | 기간 |
---|---|---|---|
Stephen Lieu | Portfolio Manager | 2021 | now |
전기 | Stephen Lieu 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. Lieu is co-manager of Fidelity Pacific Basin Fund. Prior to assuming this role, Mr. Lieu co-managed Fidelity and Fidelity Advisor China Region Fund and was a research analyst responsible for covering Asian technology stocks and Chinese consumer stocks. Prior to joining Fidelity in 2013, Mr. Lieu was an investment associate at Deutsche Bank's DB Masdar Clean Tech Fund. Additionally, he worked in the investment banking divisions of Greenhill & Co and UBS. He has been in the financial industry since 2008. Mr. Lieu earned his bachelor of science in finance and accounting from The Wharton School of the University of Pennsylvania and his master of business administration from Columbia Business School. | ||
Kirk Neureiter | Portfolio Manager | 2019 | now |
전기 | Since joining Fidelity Investments in 1994, Mr. Neureiter has worked as a research associate, research analyst, associate director of research, director of Japan research, and portfolio manager. | ||
Bruce MacDonald | Portfolio Manager | 2019 | 2021 |
전기 | Bruce MacDonald has worked as a portfolio manager since joining Fidelity Investments in 2012. | ||
John Dance | research analyst and portfolio manager | 2013 | 2019 |
전기 | Since joining Fidelity Investments in 2006, Mr. Dance has worked as a research analyst and portfolio manager. | ||
Dale Nicholls | Analyst | 2004 | 2013 |
전기 | Dale Nicholls joined Fidelity in 1996 as a Research Associate in our Tokyo office. It was during his tenure as an analyst that Dale first began to take an interest in the dynamics of the Chinese market. He regularly visited Chinese companies to get a clear view of the key supply and demand chains of the industries he covered. In 2003, he was promoted to portfolio manager of the Fidelity Pacific Fund and retains management of that portfolio today. In his current role, Dale spends much of his time travelling within China to meet with the management teams and competitors of companies in which he may, or already does, invest, visiting well over 100 companies a year. | ||
William J. Kennedy | Director | 2003 | 2004 |
전기 | Kennedy joined Fidelity in 1994 as an research analyst and manager in Hong Kong covering investment opportunities in India and the regional power sector. He also served as director of research for Southeast Asia from 1996 through January 1998. He currently serves as a portfolio manager. | ||
June-Yon Kim | Portfolio Manager/Analyst | 2002 | 2003 |
전기 | June-Yon Kim is Head of the Japanese Equity Team and a Lead Portfolio Manager/Analyst. He began working in the investment field in 1996. Prior to joining Lazard in August 2019, June-Yon served as Chief Investment Officer and Co-Portfolio Manager of a Japan-focused long/short fund at Azabu Value Fund. Previously, he was a portfolio manager of FIL Investments (Japan) Limited from 2006 to 2015, where he managed various Japanese equity funds. Prior to joining FIL Japan in 2006, he was a partner at Hachibushu Capital from 2003 to 2005, where he co-managed the long/short fundamental equity portfolio of the Triloka Master Fund. From 1996 to 2003, he was a portfolio manager and research analyst at Fidelity Investments Japan. As a portfolio manager, he managed various Fidelity Japanese and Asia including Japan equity funds. He has an MBA in Finance and Accounting from the University of Chicago and a BA in Economics and Asian Studies from Cornell University. June-Yon speaks fluent Japanese. | ||
William J. Kennedy | Director | 1998 | 2002 |
전기 | Kennedy joined Fidelity in 1994 as an research analyst and manager in Hong Kong covering investment opportunities in India and the regional power sector. He also served as director of research for Southeast Asia from 1996 through January 1998. He currently serves as a portfolio manager. | ||
Shigeki Makino | Managing Director | 1996 | 1998 |
전기 | Mr. Makino is a Managing Director and Chief Investment Officer of the Global Core Equity team. He heads the team that manages global core equity retail and institutional portfolios. He is also a Portfolio Leader on the Global Equity Fund. Mr. Makino, who joined Putnam in 2000, is a member of the Executive Committee and the Advisory Council. | ||
Simon Fraser | Portfolio Manager | 1993 | 1996 |
전기 | Fraser has been a vice president, portfolio manager, and investment director with Fidelity Investment Services in London since July 1991. Currently, Fraser is responsible for Fidelity's investments in Southeast Asia and Japan. From 1982 to 1986, Fraser served as a portfolio manager and analyst with Fidelity International Investment Advisors in the United Kingdom, and from 1986 to 1991, he served as a portfolio manager for Japanese equities with Fidelity Investments Japan. |
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