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Fidelity Advisor Large Cap Opportunities SMA

Examining Fidelity's best ideas approach versus SharpeMetrix's systematic methodology

Strategy Overview

Benchmark

S&P 500

Holdings Target

70–100 Stocks

Management Team

  • Tim Gannon, CFA - Lead Portfolio Manager
  • Michelle Hoerber, CFA

Investment Approach

The Fidelity Advisor Large Cap Opportunities SMA seeks to invest in a combination of high-conviction ideas from a selection of Fidelity portfolios across the U.S. large-cap spectrum. This "best ideas" approach aggregates insights from multiple Fidelity portfolio managers, creating a diversified yet concentrated portfolio of the firm's highest-conviction positions.

Key Strategy Characteristics

  • "Best ideas" portfolio sourced from across Fidelity's large-cap strategies
  • Larger portfolio size (70-100 holdings) provides diversification while maintaining active bets
  • Aggregates insights from multiple portfolio managers for enhanced diversification
  • Style-agnostic approach spans growth, value, and core strategies

Risk Considerations

  • • Active management risk - strategy may underperform its benchmark
  • • Manager selection risk - performance depends on which Fidelity managers' ideas are included
  • • Large-cap concentration limits exposure to mid- and small-cap opportunities
  • • Strategy aggregates diverse viewpoints which may dilute individual insights

Consider a Data-Driven Systematic Alternative

While aggregating managers' best ideas has merit, SharpeMetrix offers a systematic approach that removes subjective biases and consistently applies proven factors—no matter who's at the helm.

No Manager Risk

Our systematic approach eliminates key-person risk. Performance isn't dependent on which managers are included—it's driven by data signals that work consistently over time.

Flat-Fee Pricing

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

Transparent Methodology

See exactly how portfolios are constructed. No black box aggregation—just clear, rules-based factor combinations you can explain to clients.

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
SPDR Equal Factor 3
 3 15.3% 1.7% 0.97 View Details
SharpeMetrix Small Cap Value Edge
 Russel 2000 39 18.7% 8.7% 0.66 View Details
SPDR Factor Advantage 3
 3 15.1% 1.5% 0.96 View Details
SharpeMetrix Small Cap Edge 50
 Russel 2000 49 18.9% 8.8% 0.85 View Details
iShares Factor Advantage 7
 7 13.1% 2.8% 0.73 View Details
SharpeMetrix Core Alpha 30
 Russel 1000 29 17.4% 6.2% 0.85 View Details
SharpeMetrix Core Alpha 50
 Russel 1000 49 17.1% 5.9% 0.88 View Details
iShares Equal Factor 7
 7 13.0% 2.7% 0.73 View Details
SharpeMetrix Small Cap Edge 30
 Russel 2000 29 18.6% 8.6% 0.81 View Details
SharpeMetrix Large Cap Earnings
 S&P 500 39 13.1% 1.4% 0.69 View Details
SharpeMetrix Large Cap 30
 S&P 500 29 16.5% 4.8% 0.88 View Details
SharpeMetrix Large Cap 50
 S&P 500 49 16.6% 4.9% 0.92 View Details
SharpeMetrix Russell 1000 Momentum
 Russel 1000 39 15.8% 4.5% 0.74 View Details
SharpeMetrix PowerList™ - (100) Sector Aligned
 Russel 3000 99 17.3% 7.3% 0.79 View Details
SharpeMetrix PowerList™ - (100) Unconstrained
 99 18.8% 8.8% 0.86 View Details

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Fidelity Advisor Health Care SMA

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Fidelity Advisor Growth Opportunities SMA

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Fidelity Advisor Small Company SMA

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Complete guide to SMAs vs TAMPs