David Wagner

Equity Analyst at Fidelity Investments

David Wagner is a prominent Portfolio Manager and Global Industrials Sector Leader at Fidelity Investments, where he has been instrumental in managing various investment portfolios within the industrials sector. His career at Fidelity began in 2014, and he has since held multiple roles, including that of an equity analyst and portfolio manager focused on multi-industrial companies.1 2 3

Education and Background

Wagner holds a Bachelor of Arts in Economics from Yale University and a Master of Business Administration (MBA) from The Wharton School of the University of Pennsylvania. His educational background has provided him with a strong foundation in economic principles and financial analysis, which he applies in his current role.1 3

Professional Experience

Fidelity Investments:
- Portfolio Manager and Global Industrials Sector Leader (July 2023 - Present)
- Equity Analyst / Portfolio Manager (August 2015 - July 2023)
Prior to joining Fidelity, Wagner worked as an analyst at PAR Capital Management and as a consultant at Putnam Associates, gaining valuable experience in investment management and financial consulting.1 2 3

Wagner's expertise includes analyzing stocks, managing portfolios, and providing insights into market trends, particularly in the industrials sector. He has also co-managed funds such as the Fidelity Agricultural Productivity Fund and Fidelity Select Chemical Portfolio, showcasing his versatility across different sectors within the market.1 4

Current Focus

In his current position, Wagner is responsible for overseeing the Fidelity Select Industrials Portfolio, where he emphasizes active management strategies to outperform market benchmarks. He is particularly focused on identifying investment opportunities within cyclically sensitive sectors, including aerospace and defense, which are poised for growth amidst evolving market conditions.1 4 5

Overall, David Wagner's extensive experience and educational background make him a key player in the investment landscape, particularly within the industrials sector at Fidelity Investments.