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Fidelity Adviser Forum
Date: 31st July 2015 Time: 12:20 PM AEST Duration: 1 hr 40 mins
How does Fidelity avoid the corporate snakes that can erode wealth and identify the 'ladders' to build investment returns for your clients?
We believe our independent, thoughtful research gives us the edge.
At this year's roadshow, Paul Taylor will discuss what pitfalls to be aware of in the current market's search for yield. Paul will talk about how he uses our unrivalled research network to understand Australian companies in their global context – to help identify the long-term winners and avoid the 'snakes'.
Amit Lodha will discuss his approach – identifying companies globally with sustainable pricing power that he believes are key to providing long-term returns to investors.
Alva Devoy will bring her views on the global market drivers and how taking a longer-term view can help you beat the market.
Paul TaylorHead of Australian Equities
Paul is the Portfolio Manager of the Fidelity Australian Equities Fund, one of the industry's most highly rated products.*
Paul joined Fidelity in London in 1997 as an Investment Analyst and has been the Portfolio Manager of the Australian Equities Fund since 2003.
Amit LodhaPortfolio Manager, Global Equities
Amit is the Portfolio Manager for the Fidelity Global Equities Fund – a core global equities fund which has outperformed its benchmark over the past 1,3,5,7,10 and 15 year periods.**
Amit joined Fidelity in 2003 as an Investment Analyst and has managed global portfolios for Fidelity since 2008.
Alva DevoyInvestment Director
Alva joined Fidelity in 2014 as Investment Director, and is charged with matching client needs to Fidelity investment solutions, while retaining a watching brief on global investment markets
Alva was a portfolio manager in Europe for ten years, before moving to Australia as a markets strategist for RBS Australia.