The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FOCPX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the FOCPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of FOCPX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A thoughtful approach to growth investing.
Todd Trubey
Senior Analyst
Summary
Fidelity OTC’s merits rest upon its solo manager’s well-tailored experience, balanced portfolio, and deep thought.