Profile
Ms. Caroline E.
Shaw, CFA, is a Portfolio Manager at FIL Investment Advisors (UK) Ltd. and at FIL Investments International.
She started her investment career in 2000 and joined Fidelity in September 2021 as a Portfolio Manager in the solutions and multi asset team.
Prior to joining Fidelity, She was Head of Fund and Asset Management at Courtiers Investment Services Limited, where she led a team of multi asset investors across a range of strategies.
Ms. Shaw received her master's degree in Civil Engineering from the University of Nottingham and is a CFA charterholder.
She has also completed the CFA Society’s Certificate in ESG Investing.
Caroline Shaw active positions
| Companies | Position | Start |
|---|---|---|
FIL Investment Advisors (UK) Ltd.
FIL Investment Advisors (UK) Ltd. Investment ManagersFinance FIA UK is an active manager which aims to achieve long-term capital appreciation through a bottom-up approach. They focus on individual companies that seek to identify fundamental value in stocks. The firm uses a wide variety of investment strategies in managing client assets. FIA-UK conducts fundamental research, focusing on business franchise, trading environment, valuation, and management. Top-down considerations complement their approach, with attention paid to political, environmental and social issues likely to impact on a company's potential. | Portfolio Manager-Equities | 31/08/2021 |
FIL Investments International
FIL Investments International Investment ManagersFinance FILII invests in mutual funds and ETFs. | Portfolio Manager-Equities | - |
Former positions of Caroline Shaw
| Companies | Position | End |
|---|---|---|
Courtiers Investment Services Ltd.
Courtiers Investment Services Ltd. Investment ManagersFinance Courtiers manage investments in line with their clients’ ambitions and attitude to risk. | Director of Investments | 31/07/2021 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
FIL Investment Advisors (UK) Ltd.
FIL Investment Advisors (UK) Ltd. Investment ManagersFinance FIA UK is an active manager which aims to achieve long-term capital appreciation through a bottom-up approach. They focus on individual companies that seek to identify fundamental value in stocks. The firm uses a wide variety of investment strategies in managing client assets. FIA-UK conducts fundamental research, focusing on business franchise, trading environment, valuation, and management. Top-down considerations complement their approach, with attention paid to political, environmental and social issues likely to impact on a company's potential. | Finance |
Courtiers Investment Services Ltd.
Courtiers Investment Services Ltd. Investment ManagersFinance Courtiers manage investments in line with their clients’ ambitions and attitude to risk. | Finance |
FIL Investments International
FIL Investments International Investment ManagersFinance FILII invests in mutual funds and ETFs. | Finance |
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