The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FOCKX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the FOCKX 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 FOCKX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Bold positioning tempered with restraint.
Todd Trubey
Senior Analyst
Summary
Fidelity OTC’s edge comes from the manager’s investing background and the intellectual superstructure he uses to put knowledge into action.