William Kennedy

FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions.

Functions as a College/University

FMR-UK is a research-oriented manager which provides European expertise to FMR in the US. They favor established companies which are reasonably valued and which are likely to demonstrate greater than average long-term earnings growth. Their investment approach is based on in-depth fundamental research which includes company visits. The firm utilizes a bottom-up security selection process and is supported by FMR's research capabilities shared through a global research platform, in particular, Fidelity International Ltd. and their subsidiaries worldwide. They apply the same fundamental approach to equity, fixed-income and money-market securities. Investment ideas and research are generated by teams, but individual portfolio managers are ultimately the investment decision makers.

FMRIM UK uses various security analysis methods, investment strategies, and trading approaches to manage client assets. The firm invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. With respect to money market funds, FMRIM UK observes industry-standard regulatory requirements for money market funds for the quality, maturity, and diversification of investments.