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 2014

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

Opportunity Emerges for Global Investors: The Rise of Emerging-Market Small-Cap Investing

July 2014

Though overlooked by many institutional investors, emerging-market small-cap stocks may offer compelling performance and diversification advantages relative to other asset classes, and present greater opportunity to find significant growth opportunities that are not well covered by Wall Street.

Fidelity Investments Roundtable: Signals from Japan May Signal a Re-emergence of Growth

Second Quarter 2014

The April consumption tax hike in Japan poses risks to growth in the country’s economy and its trading partners, but so far the increase generally has had little negative impact on retail spending or business conditions.

Business Cycle Update: Low Volatility... but for How Long?

July 2014

Dirk Hofschire, CFA, senior vice president, asset allocation research, and Lisa Emsbo-Mattingly, director of asset allocation research, assess U.S. and global economic and financial market trends for July 2014.

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.