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Fidelity's Adam Kramer - 1 Kramer - 1 Adam Kramer - 1 Morningstar - 1 — - 1 Ford O'Neil - 1 Ramona Persaud - 1 Kramer doesn't - 1
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Fidelity Investments - 1 Fidelity - 1 Fund - 1 Microsoft - 1 Apple - 1

Search resuls for: "Ramona Persaud"


2 mentions found


☆ A top-1% fund manager over the past 5 years shares his strategy for finding mispriced assets to earn income with less volatility — and the 5 top places he's investing now
  + stars: | 2023-07-25 | by ( James Faris | ) www.businessinsider.com   time to read: +7 min
Fidelity's Adam Kramer has overseen one of the top multi-asset income funds of the past five years. Here are five asset classes he's targeting right now in this uncertain environment. The composition of the fund is weighted toward whichever asset classes are improperly priced by the market at a given time. An equally compelling aspect of the Fidelity Multi-Asset Income Fund is its ability to protect against losses and hedge against volatility. This year, convertible bonds have rebounded dramatically and are the best-performing class within fixed income, Kramer said.
Persons: Fidelity's Adam Kramer, Kramer, Adam Kramer, Morningstar, —, Ford O'Neil, Ramona Persaud, Kramer doesn't, what's, he's Organizations: Fidelity Investments, Fidelity, Fund, Microsoft, Apple
☆ This portfolio manager’s frugality and eye for income protected her fund from the worst of 2022’s tumult
  + stars: | 2023-04-05 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +2 min
Amid the tumult, the Fidelity Equity-Income Fund (FEQIX) outperformed the broader market with a total return of -5.07% – the result of portfolio manager Ramona Persaud's search for value and quality. The fund posted 3-year trailing returns of 18.71%, through April 4, according to Morningstar. "She thinks that a portfolio of companies that are inexpensive, high quality dividend paying stocks should outperform on a risk-adjusted basis." "When the market panics, you get this sweeping effect when everything gets sold off," Persaud said. "There's a lot of cyclical tech, things like semiconductors, that sold off really hard because of the fear around long duration.
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