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Fidelity Advisor International Growth SMA

Examining Fidelity's structural growth approach and SharpeMetrix's data-driven alternative

Strategy Overview

Benchmark

MSCI EAFE Growth

Holdings Target

40–80 Stocks

Management Team

  • Jed Weiss - Lead Portfolio Manager
  • Anthony Italiano, CFA
  • Anna Piralkova, CFA

Investment Approach

The Fidelity Advisor International Growth SMA seeks to invest in companies benefiting from multiyear structural growth tailwinds and high barriers to entry that are trading at attractive valuations based on Fidelity's earnings estimates. The strategy focuses on developed international markets through the EAFE universe.

Key Strategy Characteristics

  • Focuses on structural growth trends with sustainable competitive advantages
  • Emphasizes companies with high barriers to entry and pricing power
  • Value-conscious approach using Fidelity's proprietary earnings estimates
  • Concentrated portfolio enables meaningful position sizing in high-conviction ideas

Risk Considerations

  • • Foreign securities subject to currency, economic, and political risks
  • • Growth stocks can perform differently and be more volatile than the broader market
  • • Concentrated portfolios may experience greater volatility
  • • Strategy may underperform during value-oriented market cycles

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.

Alternative Data Edge

Our proprietary signals analyze earnings expectations, sentiment, and innovation metrics—data not available in traditional SMAs.

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.

Try SharpeMetrix Free

SharpeMetrix Model Portfolios

Compare our systematic, data-driven portfolios with live performance metrics

Model Portfolio Universe Holdings Annual Return Excess Return Sharpe Ratio View
SharpeMetrix Core Alpha 30
 Russel 1000 29 17.6% 6.0% 0.85 View Details
SharpeMetrix Small Cap Edge 30
 Russel 2000 29 18.7% 8.6% 0.81 View Details
SharpeMetrix Small Cap Edge 50
 Russel 2000 49 19.2% 9.1% 0.86 View Details
SharpeMetrix Large Cap Earnings
 S&P 500 39 13.7% 1.6% 0.71 View Details
SharpeMetrix Large Cap 50
 S&P 500 49 16.8% 4.6% 0.92 View Details
SharpeMetrix Core Alpha 50
 Russel 1000 49 17.2% 5.6% 0.88 View Details
SharpeMetrix Small Cap Value Edge
 Russel 2000 39 19.0% 8.9% 0.66 View Details
SharpeMetrix Russell 1000 Momentum
 Russel 1000 39 16.4% 4.8% 0.77 View Details
SharpeMetrix Large Cap 30
 S&P 500 29 16.4% 4.3% 0.87 View Details

Explore More Fidelity SMAs

Fidelity Advisor International Capital Appreciation SMA

MSCI ACWI ex-USA | 40-80 Holdings

Fidelity Advisor Health Care SMA

MSCI U.S. IMI Health Care 25/50 | 40-80 Holdings

Fidelity Advisor Growth Opportunities SMA

Russell 1000 Growth | 40-80 Holdings

Fidelity Advisor Large Cap Opportunities SMA

S&P 500 | 70-100 Holdings

Fidelity Advisor Small Company SMA

Russell 2000 | 60-100 Holdings

View All SMAs Comparison

Complete guide to SMAs vs TAMPs