General Investing >> Money Manager Interviews >> October 27, 2014

Diversifying a Global Fund Through Geography, Currency and Asset Class

Calderon, Ruben
Ruben Calderon is a portfolio manager in the Global Asset Allocation — GAA — group at Fidelity Investments. In this role, he is the lead co-manager of Fidelity Global Balanced Fund, since 2006, and is responsible for co-managing Fidelity Global Strategies Fund, since 2014, and Fidelity Tactical Strategies Fund, since 2014. Prior to assuming his current role as Portfolio Manager in 2006, Mr. Calderon was a developed and emerging markets equity analyst, successfully integrating quantitative, technical and fundamental investment disciplines. From 1995 to 1997, he was a specialist analyst with exclusive focus on Latin America and emerging markets. Before joining Fidelity in 1995, Mr. Calderon was an emerging markets analyst with the Bank Credit Analyst — BCA — Research Group in Montreal from 1992 to 1995. He has been in the investments industry since 1992. Profile
TWST: Can we start with an overview of the Fidelity Global Balanced Fund? 

Mr. Calderon: I’m the lead manager of Fidelity Global Balanced Fund. I would characterize it as a