Donald Roberts Newman

Portfolio Manager at Fidelity (Canada) Asset Management ULC

Donald Roberts Newman

Donald Roberts Newman

Portfolio Manager at Fidelity (Canada) Asset Management ULC

Biography

Mr. Donald R. Newman, CFA, is a Portfolio Manager at Fidelity (Canada) Asset Management ULC. He is also a Director of Research at Fidelity Investments. In his role as a director of research, he manages and oversees the work of a number of equity research analysts focused primarily on covering Canadian equity securities. He joined Fidelity in 2003 as a Research Analyst with Team Canada, covering insurance. He has also covered real estate investment trusts (REITs), diversified financials, integrated oil and gas, food and drug retailing, and food, beverage and tobacco companies. Before working at Fidelity, Mr. Newman spent four years in the global investment research department at Goldman, Sachs & Co. in New York.He earned a BCom from Queen’s University and is a Chartered Financial Analyst (CFA) charter holder.

Overview
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President & Chief Investment Officer at Fidelity Investments Canada ULC

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Portfolio Manager at Fidelity (Canada) Asset Management ULC

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Portfolio Manager at Fidelity (Canada) Asset Management ULC

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Portfolio Manager at Fidelity (Canada) Asset Management ULC

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Portfolio Manager at Fidelity (Canada) Asset Management ULC

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Portfolio Manager at Fidelity Management & Research Co.

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Portfolio Manager at Fidelity (Canada) Asset Management ULC

Relationship likelihood: Strong

Portfolio Manager at Fidelity (Canada) Asset Management ULC

Relationship likelihood: Strong

Portfolio Manager at Fidelity (Canada) Asset Management ULC

Relationship likelihood: Strong

Portfolio Manager at Fidelity (Canada) Asset Management ULC

Relationship likelihood: Strong

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Donald Roberts Newman
Portfolio Manager at Fidelity (Canada) Asset Management ULC
Education
BCom
Class of 1999

Queen's University at Kingston (commonly shortened to Queen's University or Queen's) is a public research university located in Kingston, Ontario, Canada. Founded on 16 October 1841, the university predated the founding of Canada by 26 years. Queen's holds more than 1,400 hectares (3,500 acres) of land throughout Ontario and owns Herstmonceux Castle in East Sussex, England. Queen's is organized into ten undergraduate, graduate and professional faculties and schools. The Church of Scotland established Queen's College in 1841 with a royal charter from Queen Victoria. The first classes, intended to prepare students for the ministry, were held 7 March 1842 with 13 students and two professors. Queen's was the first university west of the maritime provinces to admit women, and to form a student government. In 1883, a women's college for medical education affiliated with Queen's University. In 1888, Queen's University began offering extension courses, becoming the first Canadian university to do so. In 1912, Queen's secularized and changed to its present legal name.

Career History
Portfolio Manager
2003 - Current

FCAM's investment approach is based the belief that in-depth fundamental analysis of companies can identify securities that may outperform the market. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across Canadian, US and global markets, as well as quantitative and technical portfolio managers and analysts. FCAM offers a wide variety of investment solutions including: Canadian, US and International/Global equity strategies; Diversified, Active/Single Sector, and Custom (Liability-Driven and Tactical Bond) fixed-income strategies; and Multi-Asset Class Asset Allocation Products including Strategic Balanced, Tactical Asset Allocation and Balanced Trust Services.

Research Analyst, Team Canada
2003 - ?

FMR LLC (Fidelity Management and Research) or Fidelity Investments is an American multinational financial services corporation. It is one of the largest mutual fund and financial services groups in the world. Founded in 1946, the company has since served North American investors. Fidelity Ventures is its venture capital arm. Fidelity International Limited (FIL), was an international affiliate founded in 1969, serving most countries in the rest of the world. In September 2011, FIL was rebranded as 'Fidelity Worldwide Investment'. Fidelity Investments manages a large family of mutual funds provides fund distribution and investment advice services, as well as providing discount brokerage services, retirement services, wealth management, securities execution and clearance, life insurance and a number of other services.

Principal, Global Investment Research Department
Prior

Goldman, Sachs & Co. (GS&Co.), a limited partnership registered as a U.S. broker-dealer and futures commission merchant, together with its consolidated subsidiaries (collectively, the firm), is an indirectly wholly owned subsidiary of The Goldman Sachs Group, Inc. (Group Inc.), a Delaware corporation. The firm is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals.

Awards & Honors
2002
CFA (Chartered Financial Analyst)
Other Affiliations
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