OUR INVESTMENT PHILOSOPHY

Fidelity started with a simple premise: to work harder and smarter every day to help a small group of investors meet their goals.

Bearing that in mind, we have continually strived to maintain superior investment performance, pioneering new investment products and delivering unrivalled service to all our investors.

We are proud that our philosophy remains intact today. But with a twist: our small group of investors now includes corporations, charitable organizations, financial institutions and advisors. Besides this, millions of individuals worldwide have also chosen to trust their investments to Fidelity.


The secret to Fidelity successful investment approach


Everything we do is underpinned by thorough research, an eye for opportunities and allowing room for individual excellence:

  • In-depth research this is the cornerstone of our investment approach. All investment decisions are based on rigorous fundamental research. Our global network of investment managers and research analysts undertake fundamental, company-level research that centers on direct access to senior management of companies whose stock we are considering buying.
  • Uncovering opportunities our approach is called "bottom-up stock picking". Each stock is selected on its individual merits, instead of a focus on short-term industry trends or trying to predict markets.
  • Individual excellence we give our managers the room to manage investments according to their particular style, (growth, value, etc.) Yet, this is always complemented by in-depth research. In this way, we provide for the element of individual initiative, while ensuring portfolio managers remain accountable for their investment decisions.

Extensive, first-hand research into individual companies is the key to uncovering future success stories. That is why we believe the resources we devote to company research are unrivalled in the investment world.

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