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Investments in smaller companies may involve greater risks than those in larger, more well known companies.
Fidelity Investments and the Fidelity Investments and pyramid design logo are registered trademarks of FMR LLC. The third-party trademarks and service marks appearing herein are the property of their respective owners. Wall Street Journal Custom Content and Fidelity Investments are independent entities and are not legally affiliated. Fidelity products and services are offered by Fidelity Brokerage Services LLC, Member NYSE, SIPC. 883213.6.0
Often, Morgen’s research takes her to the offices of the companies in her portfolio (or potential additions to it), where she meets with their C-suite as well as members of their larger workforce. Here, she tests her investment thesis not only through pointed questions about a company’s competitive strategy and business model, but also about its corporate culture. Which goals or initiatives are currently exciting the average employee? Which give them pause? Informed by both top management’s strategic outlook and the teams executing on it, Morgen gains a more complete view of a business’s financial story.
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Fidelity research analysts help Morgen stay informed of promising small-cap opportunities.
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Fidelity’s portfolio managers immerse themselves in each business with relentless focus. Gaining great insights through people and technology, they are able to respond to the market quickly. Learn why our unique approach to discovering insights at Fidelity can provide benefits that help you invest with confidence.
Morgen makes company visits to learn not just about business strategy but also corporate culture.
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Once a competitive athlete, Morgen ensures exercise is part of her daily routine.
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Identifying prospects in the small-cap world requires a deep understanding of a company’s competitive strategy and business model as well as its corporate culture. Watch how Fidelity Investments Portfolio Manager Morgen Peck gains insight into all three.
ALL IN A DAY: MORGEN PECK
Finding big opportunities
in small-cap investing
The world of small-cap companies is always on the move. It’s a space where tech-driven disruptors brush up against legacy players, some seizing opportunities for growth while others gradually fade.
As Fidelity Investments portfolio manager of small-cap stocks, it’s a world that Morgen Peck knows well. “One of the great things about investing in small caps is that you get to look across the entire landscape and figure out how to deliver the best returns to our clients,” Morgen says. “Small companies are constantly changing the products they're bringing to market, and as an investor, you get to see them make that evolution over time.”
“There’s a constant flow of foot traffic of C-suite executives coming to visit us.”
“One of the best parts about being a portfolio manager at Fidelity is the contact we have with senior management,” Morgen says. “Here in Boston, there’s a constant flow of foot traffic of C-suite executives coming to visit us—and so having access to those CEOs and CFOs is a huge competitive advantage."
At the end of the day, each channel of information is brought to bear on Morgen’s decision-making, guiding her toward the best investment choices for her clients. It’s in these moments, weighing her own findings and those of her peers across Fidelity, that she’s truly in her element.
Learn what tools at Fidelity are most valuable to Morgen’s process. Watch her video now.
Fidelity research analysts help Morgen stay informed of promising small-cap opportunities.
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Morgen makes company visits to learn not just about business strategy but also corporate culture.
Once a competitive athlete, Morgen ensures exercise is part of her daily routine.
Learn what tools at Fidelity are most valuable to Morgen's process. Watch her video now.
Wall Street Journal Custom Content is a unit of The Wall Street Journal advertising department.
The Wall Street Journal news organization was not involved in the creation of this content.
Investments in smaller companies may involve greater risks than those in larger, more well known companies.
Fidelity Investments and the Fidelity Investments and pyramid design logo are registered trademarks of FMR LLC. The third-party trademarks and service marks appearing herein are the property of their respective owners. Wall Street Journal Custom Content and Fidelity Investments are independent entities and are not legally affiliated. Fidelity products and services are offered by Fidelity Brokerage Services LLC, Member NYSE, SIPC. 883213.6.0
Wall Street Journal Custom Content is a unit of The Wall Street Journal advertising department.
The Wall Street Journal news organization was not involved in the creation of this content.
Investments in smaller companies may involve greater risks than those in larger, more well known companies.
Fidelity Investments and the Fidelity Investments and pyramid design logo are registered trademarks of FMR LLC. The third-party trademarks and service marks appearing herein are the property of their respective owners. Wall Street Journal Custom Content and Fidelity Investments are independent entities and are not legally affiliated. Fidelity products and services are offered by Fidelity Brokerage Services LLC, Member NYSE, SIPC. 883213.6.0
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