Fidelity International

Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, Fidelity International think generationally and invest for the long term. Operating in more than 25 countries, their clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

Introducing the Investment Managers

Jonathan Winton joined Fidelity as an analyst in 2005, and has covered pan European Support Services, Small Cap Technology and Beverages & Tobacco stocks. He was promoted to co-portfolio manager of FIF UK Smaller Companies in February 2013, and since then has been gradually increasing his responsibility for the day-to-day management of the fund. He was appointed as the co-portfolio manager of the FIF Special Situations portfolios, managed by Alexander Wright, in February 2020.

Tim Foster is a portfolio manager of Fidelity International’s money market, inflation linked and total return bond disciplines. He joined the company in 2003 as a quantitative analyst and became a portfolio manager in 2007. Through this time he has widened his portfolio management responsibility beyond short-dated portfolios, including into corporate and inflation-linked bonds.

Amit has extensive experience in managing Emerging Market equities, having joined Fidelity in a research capacity in 2006. His career at Fidelity spans both investment research and portfolio management at a country, regional and global level. He has had portfolio management responsibilities since 2016. Amit has been a long-standing and close affiliate of Alex Duffy and Amit is part of the Asia Portfolio Management team.

Punam’s investment career spans over 20 years, traversing India, China, Latin America, Emerging Europe, Middle East and African markets. She is currently also the Director for EMEA (Europe, Middle East, Africa) and Latin American Equities at Fidelity. She has detailed knowledge of sustainability, having led the global implementation of Fidelity’s proprietary sustainability ratings. Given the importance of ESG to our investors, this appointment represents another milestone in our ESG journey.

Claudio Ferrarese is portfolio manager at Fidelity International and has co-manager responsibility for the company’s total return franchise. He joined Fidelity in 2006 as part of the quantitative research team, where his main responsibility was portfolio construction and trade idea generation in credit, rates, FX, structured credit and credit options. Prior to joining Fidelity he worked as a structured finance analyst at Capitalia Banking Group, Rome.

Sam assumed responsibilty for the management of the Fidelity European Fund in 2010 and the Fidelity European Values Fund in 2011. Prior to becoming a portfolio manager, Sam spent two years as a research analyst with Fidelity, covering a range of sectors, then six years as an equity income fund manager at Fidelity. He was also previously Head of Equities at M&G from 1997 to 2003.

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