Equity Overview
Process

The Pyramis Equity group employs both fundamental and quantitative strategies, utilizing varying degrees of active management. All portfolios employ processes focused on research and risk management. This process is complemented by a team-based structure to ensure depth of management and continuity in all of the portfolios.

People

In addition to collaborating with the broader Fidelity global research platform, our institutionally-focused Pyramis team employs:

people

Integrated Risk Management Framework

Managing risk is a critical component of our process. Our strategies span a full range of risk utilization and active management:

Many are diversified with more than 100 holdings, although specific strategies may utilize less

Are largely managed sector, currency and region neutral to their benchmarks

Seek to build minimum levels of cash

Leverage our proprietary quantitative risk modeling

Generate returns through bottom up stock-selection

Innovation

We invest significant resources to ensure that the fundamental and quantitative research our team uses to build and manage client portfolios is comprehensive. Whether it involves the development of proprietary tools or the hiring of personnel, we are continuously looking for opportunities to improve our portfolio management efficiency, effectiveness and performance.

Spotlight

Equity Platform Overviews

First Quarter 2013

We are pleased to provide our latest platform overviews delivering information on research resources for the following:

Core

  • 130/30 Large Cap Core
  • Diversified Large Cap Core
  • Global Core
  • Large Cap Core
  • Quantitative Large Cap Core
  • Small/Mid Cap Core
  • Small Cap Core
  • Small Company
  • Total Market

Value

  • Large Cap Value
  • Diversified Large Cap Value

Growth

  • Focused Large Cap Growth

For more information on these products, please contact Jim Dwinell at pyramisequity@pyramis.com

Core

  • Select International
  • Select International Plus
  • Select Global
  • Select Global Plus
  • Select Europe
  • Select Pacific Basin

Small Cap

  • Concentrated International Small Cap
  • Emerging Markets Small Cap
  • Select Global Small Cap
  • Select Global Small Cap Plus
  • Select International Small Cap
  • Select International Small Cap Plus

Emerging Markets

  • Select Emerging Markets Equity

Value

  • International Value

Growth

  • International Growth
  • Japan Growth

For more information on these products, please contact Jim Dwinell at pyramisequity@pyramis.com

CONTACT US
Institutional Sales »
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General Inquiries »

Corporate Headquarters
900 Salem Street
Smithfield, RI 02917
pyramis@pyramis.com


Pyramis - 900 Salem St
Insights

Equity Total Return: Lower Volatility in the Longer Term

May 2013

This exploration of the risks and opportunities embedded in stocks and bonds demonstrates the value of using equity positions to enhance portfolio total return.

Download »

Are Global Investors Ready for a Japanese Equity Bull Market?

May 2013

Eileen Dibb, CFA, portfolio manager on the Pyramis Japan Growth investment team, shares her insights about the possibility of a turnaround story in Japan's equity market amid positive trends in the political and corporate backdrop.

Download »

Equity Market Breakout or Fakeout?

March 2013

Jurrien Timmer, portfolio manager, presents his tactical and technical perspectives on key dynamics influencing financial markets in March 2013.

Download »

To contact a member of our business development team, please use the dropdown below to select your state.

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Pyramis Global Advisors ("Pyramis") is pleased to provide this website to you subject to your acknowledgement and acceptance of the following Terms of Use.

This website is for informational purposes only. This website does not provide investment advice or recommendations, nor is it an offer or solicitation of any kind to buy or sell any investment products. Pyramis provides asset management services to Institutional Investors, and those services are generally only available to Institutional Investors. This website is intended to be made available only to persons residing in the United States. If you are not a US resident, please see the Global Home Page for information related to Pyramis international offices. The information on this website is provided only for Institutional Investors, consultants or members of the media. Information contained on this website is not intended for Institutional Investors in any jurisdiction in which distribution or purchase is not authorized.

Past performance is no guarantee of future results. An investment may be risky and may not be suitable for an investor's goals, objectives and risk tolerance. Investors should be aware that an investment's value may be volatile and any investment involves the risk that you may lose money. Pyramis does not provide legal or tax advice and we encourage you to consult your own lawyer, accountant or other advisor before making an investment.

If you have questions, please email us at pyramis@pyramis.com

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Jack Sholl

SVP Consultant Relations

415-445-7923

jack.sholl@pyramis.com

Angie Holbrook

SVP Consultant Relations

401-292-4732

angie.holbrook@pyramis.com

Pamela Clancy

SVP Consultant Relations

401-292-4719

pamela.clancy@pyramis.com

James Powell

VP Consultant Relations

401-292-4027

james.powell@pyramis.com
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General Inquiries

For non-media inquiries, please call 1-800-343-8736.

For media-related questions, please call 617-563-5800.

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