The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FOTGX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the FOTGX 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 FOTGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Thriving amid a bold but well-reasoned shift.
Todd Trubey
Senior Analyst
Summary
Fidelity OTC’s manager Chris Lin has topnotch skills that fit this strategy’s intrepid objective, driving High People and Above Average Process Pillar ratings.