Fidelity International appoints Sam Heithersay as Co-Portfolio Manager, Australian Equities
Fidelity International (“Fidelity”) has appointed Sam Heithersay as Co‑Portfolio Manager for the Fidelity Australian Equities Fund and associated mandates, and the Fidelity Funds – Australian Diversified Equity Fund (SICAV), alongside lead Portfolio Manager Paul Taylor. Sam is based in Sydney and will assume his Co‑Portfolio Manager responsibilities from 1 March 2026.
Sam is an experienced investment professional who joined Fidelity in 2018. He has been a senior member of the Australian analyst team since June 2021, covering the Resources sector, a critical sector within the Australian market, delivering strong performance in the role. Prior to this, Sam spent three years in Fidelity’s London office covering US Healthcare, where he navigated the volatility of a US Presidential election cycle and the Covid-19 pandemic while generating positive investment results.
Sam holds a Masters in Business Administration from London Business School, a Masters in Mining Engineering from UNSW, and a Bachelor of Laws and Bachelor of Commerce from The University of Adelaide.
Sam has worked closely with Paul Taylor over the past five years, and the two share a closely aligned investment philosophy. His appointment adds further depth and continuity to Fidelity’s Australian equities capability, supporting long‑term investment outcomes for clients.
Niamh Brodie-Machura, Chief Investment Officer, Equities, Fidelity International comments: “Sam’s appointment reflects our continued focus on strengthening our Australian equities capability through the development of internal talent. He is a highly regarded investor with strong analytical skills and a proven contribution to investment performance. His addition as Co‑Portfolio Manager provides further depth, continuity and long‑term strength to the team as we remain focused on delivering strong outcomes for our clients.”
The Fund’s investment strategy, objectives and process remain unchanged.
