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You are here: Manager factsheet

Angel Ortiz

Fidelity (FIL(Luxembourg)SA)
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a fairly lengthy track record, the manager has, period by period, consistently managed to outperform the peer group. There is not sufficient data to say whether good stockpicking has had any real effect on results, which have tended to be relatively better in a rising market.
Manager profile
Angel Ortiz who is currently the Portfolio Manaager of the Latin America Fund had earlier been a Gas engineer in Petroleas de Venezuela during 1998-99, an Oilfield engineer in Schlumberger, Venezuela from 2000-03. He then assumed the role of Pan-European Research Analyst, covering house builders, chemicals and autos during the years 2005-07. He holds a BSc in Chemical Engineering from Universidad Metropolitana in Caracas, Venezuala and an MBA from Kelley School of Business in Indiana University.
Total return for Angel Ortiz
 
Discrete calendar year performance : Angel Ortiz

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Angel Ortiz 4.6 -1.5 -2.7 -12.1 32.4 56.3 - - - -
Peer Group Composite 3.0 -2.0 -5.5 -12.6 28.4 61.8 - - - -
Over / Under 1.6 0.5 2.8 0.5 4.0 -5.5 - - - -
Performance vs peer group composite: Angel Ortiz
How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
5 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity Latin America Lead manager IMA Specialist since Sep 30 2014 to present
Funds managed previously
Fund Periods
Fidelity Latin America since Apr 01 2009 to Aug 31 2014