Mr. Bob Kuo is a portfolio manager for closed-end opportunities and quantitative strategies within the firm. Mr. Kuo has been involved in quantitative investment research and management since 1993.
From 2001 to 2005, he served as a senior quantitative analyst in the Institutional Equity Group at Fidelity Investments, during which time he developed several advanced quantitative models and tools, was responsible for optimizing hybrid fundamental/quantitative portfolio strategies, and managed a successful market neutral pilot fund.
From 2000 to 2001, he was the portfolio manager of the Fidelity Stock Selector Fund, which had approximately $1.4 billion in assets. Between 1997 and 2000, Mr. Kuo managed approximately $1.8 billion in U.S. equity sub-portfolios and trust accounts for Fidelity Investments Canada (FICL) and Fidelity Investments International (FIL).
Mr. Kuo served as an analyst from 1996 to 1998, as an associate from 1994 to 1996, and as an intern during the summer of 1993 in the Quantitative Group at Fidelity Investments. In these roles, he was responsible for developing and programming analytical tools and models used in the management of over $20 billion in public mutual funds.
Mr. Kuo has an AB in Applied Mathematics/Economics from Harvard College ('94). Mr. Kuo is also a CFA charterholder.