Fidelity American Special Situations Fund W-Accumulation
This fund’s manager Angel Agudo has a contrarian approach to investing, targeting companies suffering from specific problems that he believes will be resolved. It has been trialling a new fee structure since April 2018 – a lower base fee and a new performance fee linked to success in beating the market. Inc class is not available.
|Berkshire Hathaway Inc B||6.36 %|
|Oracle Corp||4.84 %|
|Wells Fargo & Co||4.28 %|
|Willis Towers Watson PLC||4.24 %|
|T-Mobile US Inc||3.67 %|
|Chevron Corp||3.17 %|
|Exelon Corp||3.11 %|
|Fairfax Financial Holdings Ltd Shs Subord.Vtg||2.91 %|
|Bank of New York Mellon Corp||2.39 %|
|General Dynamics Corp||2.34 %|
|United States||90.61 %|
|Financial Services||26.49 %|
|Communication Services||9.33 %|
|Consumer Defensive||7.03 %|
|Consumer Cyclical||6.28 %|
Ashish is a long-standing member of the investment team. He started his career with us in 2009 as an analyst in our Asian equity research team, based in Mumbai, before relocating to London in 2012 to join our US equity research team. He initially covered Indian autos, construction, materials and infrastructure stocks, before moving to London to cover US aerospace & defence, transportation, logistics and industrial services. Throughout his six years as an analyst, Ashish has made some great stock recommendations and proved himself as a talented investor.
Data provided by Morningstar.
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