Charlie Chai is a portfolio manager at Fidelity Management & Research Company (FMRCo), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 20 million individuals, institutions, and financial intermediaries. In this role, Charlie is responsible for managing Fidelity Advisor Technology Fund (since 2005), VIP Technology Portfolio (since 2005), and Select Technology Portfolio (since 2007). He also co-manages Fidelity Series Broad Market Opportunities Fund (since 2009), Fidelity Stock Selector All Cap Fund (since 2009), and Fidelity Advisor Stock Selector All Cap Fund (since 2010).
Prior to assuming his current responsibilities, Charlie managed Select Communications Equipment Portfolio and Fidelity Advisor Communications Equipment Fund starting in 2003. Previously, he worked as an analyst in the Equity Research department covering department store and specialty apparel stocks from 2001 to 2003, life insurance stocks from 1999 to 2001, and trucking, airfreight, and select auto parts stocks from 1997 to 1999. He has been in the investments industry since joining Fidelity in 1997.
Charlie earned his bachelor of arts degree in economics and math from Dartmouth College. He is also a Chartered Financial Analyst (CFA) charter holder.