The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FLVCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the FLVCX 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 FLVCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
One of a kind.
Chris Tate
Senior Analyst
Summary
Fidelity Leveraged Company Stock’s competent management helps balance the volatile nature of this uncommon leveraged-equities strategy.