General Investing >> Money Manager Interviews >> December 4, 2014

Building an Energy-Focused Portfolio with Fundamental Analysis

Davis, Ted
Ted Davis 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, he is responsible for managing Select Natural Gas Portfolio. Prior to joining Fidelity in his current position in June 2012, Mr. Davis was the Global Commodity Sector Leader at AllianceBernstein from 2010 to 2012. Previously, Mr. Davis held various other roles with AllianceBernstein, including that of Senior Research Analyst from 2007 to 2010, Research Analyst from 2004 to 2007 and Research Associate from 2002 to 2004. Mr. Davis also worked in an associate portfolio management position from 1998 to 2002. He has been in the investments industry since 1998. Mr. Davis earned his Bachelor of Arts degree in economics from Tufts University. He is also a chartered financial analyst — CFA — charterholder. Profile
TWST: Can you start by telling us a bit about your investing strategy and philosophy, both in general and as it relates to your Select Natural Gas Portfolio?

Mr. Davis: I am a