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Fidelity Advisor Small Company SMA

Analyzing Fidelity's small-cap approach and how SharpeMetrix applies alternative data to smaller companies

Strategy Overview

Benchmark

Russell 2000

Holdings Target

60–100 Stocks

Management Team

  • Forrest St. Clair - Lead Portfolio Manager
  • Anthony Italiano, CFA

Investment Approach

The Fidelity Advisor Small Company SMA seeks to invest in small-cap stocks with superior growth potential and financial characteristics that are trading at attractive valuations. The strategy targets companies within the Russell 2000 universe, focusing on businesses with strong fundamentals and reasonable valuations relative to their growth prospects.

Key Strategy Characteristics

  • Focuses on small-cap companies with superior growth potential
  • Emphasizes strong financial characteristics and quality metrics
  • Valuation-conscious approach seeking attractively priced growth
  • Larger portfolio (60-100 holdings) helps manage small-cap volatility

Risk Considerations

  • • Small-cap stocks are typically more volatile than large-cap stocks
  • • Less liquidity can make position management more challenging
  • • Smaller companies may be more susceptible to economic downturns
  • • Limited analyst coverage can create information asymmetries
  • • Small-cap performance can differ significantly from large-cap and broader market trends

Consider a Data-Driven Systematic Alternative

Small-cap stocks offer immense opportunity but require sophisticated analysis. SharpeMetrix's alternative data signals are especially powerful in less-efficient small-cap markets where information edges matter most.

Alternative Data Advantage

With less analyst coverage, alternative data provides a significant edge in small caps. Our Innovation Signal identifies emerging winners before they're widely recognized.

Flat-Fee Pricing

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

Systematic Discipline

Small-cap volatility demands emotional discipline. Our rules-based approach removes behavioral biases and maintains consistency through market cycles.

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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 International Growth SMA

MSCI EAFE Growth | 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

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