Charlie Hebard is a managing director of research in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.
In this role, Mr. Hebard manages the Energy/Utilities, Equity Capital Markets, and Technology teams. He also co-manages the Fidelity Enduring Opportunities Fund, Fidelity Disruptive Automation Fund, Fidelity Disruptive Communications Fund, Fidelity Disruptive Finance Fund, Fidelity Disruptive Medicine Fund, Fidelity Disruptive Technology Fund, and Fidelity Disruptors Fund.
Prior to assuming his current responsibilities, Mr. Hebard was responsible for the cyclicals and financials sectors. He also managed Fidelity Blue Chip Value Fund, VIP Value Leaders Portfolio, and Fidelity Advisor Value Leaders Fund. Additionally, he managed various other Fidelity funds, including Fidelity Financials Central Fund, Select Financial Services Portfolio, Fidelity Advisor Financial Services Fund and VIP Financial Services Portfolio, Select Brokerage and Investment Management Portfolio, Select Insurance Portfolio, Select Energy Service Portfolio, and Select Leisure Portfolio. Previously, Mr. Hebard was an equity research analyst following the newspaper, printing, gaming, and cruise ship and leisure durable industries.
Before joining Fidelity in 1998, Mr. Hebard served as an assistant vice president at Citicorp Securities, Inc. He also worked as an associate for Citicorp Securities' High Yield Finance group and Global Media & Communications group.
Mr. Hebard earned his bachelor of arts degree, magna cum laude, in economics from the University of Pennsylvania and his master of business administration degree in finance from the Wharton School of the University of Pennsylvania. He is also a CFA® charterholder.
