Fidelity promotes Heithersay to managerial role

Binaya Dahal

Journalist

27 February 2026

Fidelity International has announced the promotion of Sam Heithersay from his role of analyst to Co-Portfolio Manager in its Australian Equities Fund and associated mandates, as well as Fidelity Funds – Australian Diversified Equity Fund (SICAV).

The firm has stated that Heithersay’s new role will be based in Sydney, and he will assume the responsibility from 1 March 2026.

Heithersay, who joined Fidelity in 2018, has been a senior member of the Australian analyst team since June 2021, covering the critical resource sector within the Australian market.

Prior to that, he spent three years in Fidelity’s London office covering US Healthcare, where he navigated the volatility of a US Presidential election cycle and the Covid-19 pandemic.

Chief Investment Officer, Equities at Fidelity International, Niamh Brodie-Machura said Heithersay’s appointment has strengthened its Australian equities capability.

“Sam’s appointment reflects our continued focus on strengthening our Australian equities capability through the development of internal talent,” Brodie-Machura said.

“He is a highly regarded investor with strong analytical skills and a proven contribution to investment performance.

“His addition as Co‑Portfolio Manager provides further depth, continuity and long‑term strength to the team as we remain focused on delivering strong outcomes for our clients.”

Fidelity has said Heithersay will be working alongside lead Portfolio Manager Paul Taylor in his new role.

“Sam has worked closely with Paul Taylor over the past five years, and the two share a closely aligned investment philosophy,” the firm stated.