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Fidelity Investments

Fidelity Investments Canada Limited is part of the Fidelity Investments organization of Boston, one of the world’s largest providers of financial services—more than 19 million investors and total managed assets of $1.1 trillion US (at Dec. 31, 2004).

In 1987, Fidelity Investments established a Canadian head office, and has since become one of Canada's largest mutual fund companies with more than $31 billion in assets under management (at Jan. 31, 2005).

Its investment professionals research more than 13,000 companies per year world-wide.

Investment philosophy

Fidelity Management & Research Company (FMR)—with more than 600 portfolio managers, analysts, traders, and other investment professionals—has a clearly defined investment philosophy focused on four major principles:

  • Individual security selection
  • Extensive fundamental research
  • Manager-driven decision-making
  • Adherence to proven investment disciplines

Fidelity's style of investment management begins by focusing on the fundamental strengths of companies, their industry sectors, and the countries or markets where they do business.

Fidelity believes that good performance is built one investment at a time.

Management style

  • Bottom-up

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