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Fidelity Advisor Growth Opportunities SMA

Comparing Fidelity's long-term growth approach with SharpeMetrix's systematic alternative

Strategy Overview

Benchmark

Russell 1000 Growth

Holdings Target

40–80 Stocks

Management Team

  • Kyle Weaver - Lead Portfolio Manager
  • Becky Baker
  • Anthony Italiano, CFA
  • Michael Kim

Investment Approach

The Fidelity Advisor Growth Opportunities SMA seeks to invest in companies with resilient business models that are inexpensive relative to Fidelity's expectations of their earnings per share in three to seven years. This longer-term investment horizon allows the strategy to look beyond near-term volatility and focus on fundamental value creation.

Key Strategy Characteristics

  • Long-term valuation approach based on 3-7 year EPS expectations
  • Focus on resilient business models that can compound value over time
  • Concentrated portfolio of the management team's best growth ideas
  • Large-cap focus within the Russell 1000 Growth universe

Risk Considerations

  • • Growth stocks can be more volatile than value or blend approaches
  • • Long-term valuation horizon may lead to extended periods of underperformance
  • • Concentrated portfolio increases stock-specific risk
  • • Strategy may underperform during cyclical or value-driven market rotations
  • • Large-cap growth valuations may be elevated compared to historical norms

Consider a Data-Driven Systematic Alternative

While Fidelity's SMA offers quality active management, SharpeMetrix provides a systematic, rules-based approach powered by proprietary alternative data—at a flat fee that protects your margins.

Enhanced Earnings Signals

Our Earnings Expectations signal provides forward-looking EPS forecasts that are more accurate than consensus—perfect for identifying mispriced growth opportunities.

Flat-Fee Pricing

Unlike traditional SMAs with asset-based fees, SharpeMetrix offers transparent flat-fee pricing that scales with your practice.

Systematic & Transparent

Rules-based portfolio construction eliminates manager risk and ensures consistent application of proven factors—no subjective judgment calls.

Try SharpeMetrix Free

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Fidelity Advisor Large Cap Opportunities SMA

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Fidelity Advisor Small Company SMA

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Complete guide to SMAs vs TAMPs