Fidelity International, The Worlds Investment Specialist
1. Richard R. Feenstra Corporate Communications & Marketing Manager Benelux, Fidelity International November 2008 Fidelity International The World’s Investment Specialist
2. Fidelity’s beleggingsfilosofie “ Fidelity houdt consequent en consistent vast aan haar beleggingsfilosofie; in het verleden, het heden en de toekomst. Wij geloven dat actief management, gedreven door fundamenteel onderzoek in een omgeving van teamwork en volledige toewijding, superieure lange termijn resultaten voor onze klanten zal brengen.” “ Onze onafhankelijkheid geeft ons de kracht en visie om altijd naar de lange termijn te kijken.” Edward Johnson 3d Chairman
3. Wat maakt Fidelity uniek? Fidelity Management & Research opgericht in Boston 1946 Eerste operatie buiten Noord- en Zuid Amerika; Fidelity International 1969
7. Wereldwijde resources North/South America 136 Portfolio Managers 319 Research Professionals FMR Corp FIL Limited (FIL) Team France 3 Portfolio Managers 2 Research Professionals Team Germany 1 Portfolio Manager 3 Research Professionals Team Italy 1 Research Professional Team Korea 2 Portfolio Manager 4 Research Professionals Japan 20 Portfolio Managers 32 Research Professionals Team India 4 Portfolio Managers 10 Research Professionals Team Singapore 3 Portfolio Managers 5 Research Professionals Team Australia 2 Portfolio Managers 5 Research Professionals Pacific ex Japan 27 Portfolio Managers 49 Research Professionals Pan Europe 60 Portfolio Managers 100 Research Professionals These figures reflect the resources of FIL Limited and its subsidiaries, and FMR LLC an affiliate and its subsidiaries. Source: FIL and FMR LLC data as at 31.03.08. Data is unaudited. Research professionals include associates, analysts, country and sector managers who retain research responsibility and technical & quantitative analysts who are part of the research groups.
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10. Fidelity Benelux Team Mike Nikou Managing Director North&SouthEurope Theo van der Meer Executive Director Michel Vermeulen Relationship Director Joan Vos Marketing Associate Institutional Claude Hellers Head of Sales Benelux Frank Wielers Associate Director Marketing Benelux Richard Feenstra Corp. Comm. Manager Barbara Kos Marketing Manager Retail Business Paulo Varela Nunes Sales Director Jacques Dineur Sales Director Luxembourg Karin de Kip Sales Assistant Hein Kuijpers Sales Director Fidelity Benelux as of 30.06.2008 Paul van Olst Head of Distribution Netherlands Ellen Meyvis Sales Associate Belgium Yannick Nelissen Sales Director Belgium Institutional Business
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12. Current market situation … if I look at one hundred I’ll find ten… “ If I look at ten companies, I’ll find one I like… Source: Bloomberg, using Major national index closing prices as as at October 21, 2008 in local currency While no market has escaped the fall out of the credit crisis, some markets have fared better than others. Which ones and why?
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14. Anthony Bolton - President for Investments Anthony Bolton, London’s best-known stockpicker, said at the beginning of October that he for instance had never seen retailing and media shares looking so cheap and that he had begun to put his own money into the equity market at the height of the current financial crisis. “ Shares, in some sectors like retailing and media, are as cheap as I’ve seen them in my lifetime.”