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Robert 'Bob' Edward Stansky is an American portfolio manager who served as manager of the Magellan Fund from June 1996 to October 2005, before that he managed the Fidelity Growth Company Fund since 1987. He joined Fidelity Investments in 1983 starting as a research analyst. In 1984 and '85 he was put in charge of the Fidelity Select Defense and Aerospace Portfolio. [1]
He earned a BA from Nichols College in 1978 and an MBA from New York University in 1983. [2] [3]
Private equity (PE) typically refers to investment funds, generally organized as limited partnerships, that buy and restructure companies. More formally, private equity is a type of equity and one of the asset classes consisting of equity securities and debt in operating companies that are not publicly traded on a stock exchange.
KKR & Co. Inc., also known as Kohlberg Kravis Roberts & Co., is an American global investment company that manages multiple alternative asset classes, including private equity, energy, infrastructure, real estate, credit, and, through its strategic partners, hedge funds. As of December 31, 2021, the firm had completed more than 650 private equity investments in portfolio companies with approximately $675 billion of total enterprise value. As of December 31, 2021, assets under management ("AUM") and fee paying assets under management ("FPAUM") were $471 billion and $357 billion, respectively.
Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts. The company was established in 1946 and is one of the largest asset managers in the world with $4.5 trillion in assets under management, now as of December 2021 their assets under administration amounts to $11.8 trillion. Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, securities execution and clearance, asset custody, and life insurance.
GGP Inc. was an American commercial real estate company and the second-largest shopping mall operator in the United States. It was founded by brothers Martin, Matthew and Maurice Bucksbaum in Cedar Rapids, Iowa in 1954, and was headquartered in Chicago, Illinois from 2000. It was subject to the largest real estate bankruptcy in American history at the time of its filing in 2009.
Peter Lynch is an American investor, mutual fund manager, and philanthropist. As the manager of the Magellan Fund at Fidelity Investments between 1977 and 1990, Lynch averaged a 29.2% annual return, consistently more than double the S&P 500 stock market index and making it the best-performing mutual fund in the world. During his 13-year tenure, assets under management increased from US$18 million to $14 billion.
Edward Crosby "Ned" Johnson III was an American billionaire businessman who, along with daughter Abigail Johnson, owned and ran Fidelity Investments and Fidelity International until his death in March 2022. In April 2021, his net worth was estimated at US$8.2 billion.
Peter Lewyn Bernstein was an American financial historian, economist and educator whose development and refinement of the efficient-market hypothesis made him one of the country's best known authorities in popularizing and presenting investment economics to the general public.
Robert Charles Pozen known as "Bob" is an American financial executive with a strong interest in public policy. Pozen currently teaches executives about how to be more productive and serves as an executive coach and mentor, www.bobpozen.com. He is the former chairman of MFS Investment Management, the oldest mutual fund company in the United States. Previously, Pozen was the President of Fidelity Investments. As of 2020 he is a senior lecturer at MIT Sloan School of Management, and a senior fellow at the Brookings Institution.
Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with over $2.6 trillion in assets under management. Founded in Los Angeles, California in 1931, it is privately held and has offices around the globe in the Americas, Asia, Australia and Europe.
Bridgewater Associates is an American investment management firm founded by Ray Dalio in 1975. The firm serves institutional clients including pension funds, endowments, foundations, foreign governments, and central banks.
The Fidelity Magellan Fund is a U.S.-domiciled mutual fund from the Fidelity family of funds. It is perhaps the world's best-known actively managed mutual fund, known particularly for its record-setting growth under the management of Peter Lynch from 1977 to 1990. On January 14, 2008, Fidelity announced that the fund would open to new investors for the first time in over a decade.
T. Rowe Price Group, Inc. is an American publicly owned global investment management firm that offers funds, advisory services, account management, and retirement plans and services for individuals, institutions, and financial intermediaries. The firm has assets under management of more than $1.6 trillion and annual revenues of $6.2 billion as of 2020, placing it 447 on the Fortune 500 list of the largest U.S. companies. Headquartered at 100 East Pratt Street in Baltimore, Maryland, it has 5,000 employees in Baltimore and 16 international offices serve clients in 47 countries around the world.
Anthony Bolton is a former investment fund manager and successful investor in the United Kingdom. He managed the Fidelity Special Situations fund from December 1979 to December 2007, and then managed Fidelity China Special Situations PLC, a London Stock Exchange listed investment trust, until his retirement in April 2014. He is also a musician and a composer.
In finance, the private-equity secondary market refers to the buying and selling of pre-existing investor commitments to private-equity and other alternative investment funds. Given the absence of established trading markets for these interests, the transfer of interests in private-equity funds as well as hedge funds can be more complex and labor-intensive.
William Danoff is known for being a vice-president and portfolio manager of Fidelity Contrafund. At US $129 billion, Contrafund is the largest actively managed stock or bond mutual fund run by one person.
Thomas H. Lee Partners, L.P. is an American private equity firm based in Boston investing in middle market growth companies across financial technology and services, healthcare and technology & business solutions.
Gerald Tsai Jr. was a billionaire investor and philanthropist who helped build Fidelity Investments into a mutual fund powerhouse.
Lord, Abbett & Co. LLC is an independent, privately-held investment management company headquartered in Jersey City, New Jersey. The firm offers a variety of fixed−income and equity strategies to individual and institutional investors. Lord Abbett has a global presence with offices in London, Dublin, Paris, Tokyo, and Montevideo.
Jeffrey N. Vinik is the current owner of the Tampa Bay Lightning and a minority owner of the Boston Red Sox. He served on the board of directors for Liverpool Football Club of the Premier League from 2010–2013.
Clifford Scott Asness is an American hedge fund manager and the co-founder of AQR Capital Management.