The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EQPGX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the EQPGX 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 EQPGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A seamless handoff, but with a twist.
Todd Trubey
Senior Analyst
Summary
Fidelity Equity Growth (which includes Fidelity Growth Discovery) has a new duo in charge, and they’ve refashioned the portfolio using their game plan.