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

Fourth Quarter 2013

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

Core

  • Diversified Large Cap Core
  • Large Cap Core
  • Quantitative Large Cap Core
  • Small/Mid Cap Core
  • Small Company
  • Small Cap Core

Value

  • Large Cap Value

Growth

  • Focused Large Cap Growth

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

Non-US/Large Core

  • Select International
  • Select International Plus
  • International Growth
  • International Value

Global Large Core

  • Global Core
  • Select Global
  • Select Global Plus

Small Cap

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

Emerging Markets

Region/Country

  • Europe Growth
  • Select Europe
  • Japan Growth

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

CONTACT US

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


Pyramis - 900 Salem St
Insights

U.S. Equity Valuations Not an Obstacle in 2014

March 2014

The Shiller CAPE’s valuation extremes have caused many investors to wonder if the U.S. equity market is excessively overvalued. Nevertheless, P/E ratios are still not high enough to create headwinds for the equity market in 2014.

Looking Backward and Forward at Dividend Growth

March 2014

While several backward-looking income-oriented and valuation factors have worked well historically, this paper demonstrates that a combination of factors, such as dividend yield and leverage, can be more successful than any one in isolation.

Active Share: A Misunderstood Measure in Manager Selection

February 2014

The authors discuss the misuses of the frequently misunderstood concept of active share, arguing against the assumption that a very high active share is always a favorable quality in an actively managed fund.

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

General Inquiries

For non-media inquiries, please call 1-401-292-3431.

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