Fidelity International (‘Fidelity’) has announces the appointment of Rosie Malcolm as portfolio manager within its global equities team, further strengthening its investment capabilities in Australia and enhancing its global equity offering for clients.
Based in Sydney, Rosie brings more than 20 years of experience in global equities across portfolio management, fundamental research and valuation. In her new role, Rosie will manage the Fidelity Global Equities Fund and Fidelity Hedged Global Equities Fund, a key offering within Fidelity’s Australian domiciled fund range.
Rosie’s appointment reflects Fidelity’s continued commitment to active global equity investing and to ensuring Australian clients have access to Portfolio Managers with deep global expertise.
Rosie joins Fidelity from Australian Foundation Investment Company, where she established and led the firm’s Global Equities strategy. In this role, she designed the investment process and built a diversified, long-term, low-turnover portfolio focused on high-quality businesses.
Prior to this, Rosie was a portfolio manager and head of franchises at Magellan Asset Management, where she was responsible for investment and portfolio recommendations and held sector leadership responsibilities within a concentrated global equities strategy. She also served on the firm’s Investment and Macro Committees.
Rosie began her career at Goldman Sachs, working in Sydney and New York for 15 years, where she gained extensive experience across valuation, strategy, capital markets and company analysis.
Simon Glazier, managing director, Australia, at Fidelity International, commented:
“Rosie is a highly experienced global equities investor with a strong track record of building disciplined, high-quality portfolios. Her deep expertise, combined with her experience in establishing and leading global equities strategies, makes her an excellent addition to our team.
“Rosie’s appointment reflects our continued commitment to strengthening our investment capabilities in Australia and delivering high-quality outcomes for our clients. We are particularly excited about her leadership of the Fidelity Global Equities Fund and the opportunity to further grow and evolve our offering in the local market.”
Rosie’s appointment underscores Fidelity International’s focus on investing in local talent and expanding its global investment expertise to better serve clients in Australia.