Unlocking systematic alpha through equity extension strategies

Extension strategies sit at the intersection of alpha efficiency and portfolio construction, but how do they work in practice? In this episode of Alternative Angles, host Steve Rosen sits down with Gilbert (Gil) Haddad, Fidelity’s chief investment officer of advanced strategies and research, for an in-depth discussion on how systematically implemented equity extension strategies can unlock incremental alpha while maintaining disciplined risk management. 

Listen in as Gil goes inside Fidelity’s systematic alpha platform, exploring how proprietary fundamental research and alternative data are integrated into a scalable, resilient investment process—and where extension belongs in a modern institutional portfolio.