General Investing >> Money Manager Interviews >> December 30, 2014
Building a Sector-Neutral Fund with Quantitative and Fundamental Research
Alex Devereaux is a Portfolio Manager at Fidelity Management & Research Company — FMRCo — the investment adviser for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. In this role, Mr. Devereaux has been the Portfolio Manager of Fidelity Disciplined Equity Fund since January 2014. Prior to assuming his current responsibilities, Mr. Devereaux co-managed Fidelity Disciplined Equity Fund starting in January 2013. Previously, he was a quantitative analyst from 2005 to 2013. During this time, Mr. Devereaux’s responsibilities included alpha modeling, risk management and portfolio construction within the quantitative research group. Before joining Fidelity in 2005, Mr. Devereaux was a senior quantitative analyst at Evergreen Investments from 2004 to 2005, a quantitative analyst at Gartmore Global Investments from 2000 to 2004 and a consultant at FactSet Research Systems from 1998 to 2000. He has been in the investments industry since 1998. Mr. Devereaux earned his Bachelor of Business Administration degree from the University of Vermont and his Master of Science in finance degree from Boston College. Profile
TWST: Could you start by telling us a bit about the Disciplined Equity Fund and your investment strategy as it pertains to the fund?