General Investing >> Money Manager Interviews >> January 15, 2016
Managing a Concentrated, Intrinsic Value Fund
SeanGavin 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 Fidelity Value Discovery Fund since 2012, Fidelity Advisor Equity Value Fund since 2012, Fidelity Advisor Value Leaders Fund since 2014 and Fidelity Blue Chip Value Fund since 2014. Prior to assuming his current position in January 2012, Mr. Gavin was a research analyst in FMRCo’s Equity division from 2007 to 2012, during which he worked as a diversified analyst on the Value team, food and beverage analyst, and as a transportation analyst. Before joining Fidelity in 2007, Mr. Gavin was an assistant portfolio manager at Pioneer Investments from 2002 to 2007, research analyst at Boston Partners Asset Management from 2000 to 2002 and a research analyst at Delphi Management from 1998 to 2000. He has been in the investments industry since 1998. Mr. Gavin earned his Bachelor of Arts degree in mathematics from Oberlin College and his Bachelor of Music degree in trombone performance from Oberlin College. He is also a Chartered Financial Analyst — CFA — charterholder. Profile
TWST: You manage the Fidelity Blue Chip Value Fund. Can you tell us about the investment philosophy behind that fund?
Mr. Gavin: It’s an intrinsic value fund. I’m an intrinsic value