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) is stock in a private company that does not offer stock to the general public. In the field of finance, private equity is offered instead to specialized investment funds and limited partnerships that take an active role in the management and structuring of the companies. In casual usage, "private equity" can refer to these investment firms, rather than the companies in which they invest.
Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts. Established in 1946, the company is one of the largest asset managers in the world, with $5.8 trillion in assets under management, and $15.0 trillion in assets under administration, as of September 2024, 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.
An exchange-traded fund (ETF) is a type of investment fund that is also an exchange-traded product, i.e., it is traded on stock exchanges. ETFs own financial assets such as stocks, bonds, currencies, debts, futures contracts, and/or commodities such as gold bars. Many ETFs provide some level of diversification compared to owning an individual stock.
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, author 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 evangelizing of the efficient-market hypothesis to the public made him one of the country's best known popularizers of academic finance.
Investment management is the professional asset management of various securities, including shareholdings, bonds, and other assets, such as real estate, to meet specified investment goals for the benefit of investors. Investors may be institutions, such as insurance companies, pension funds, corporations, charities, educational establishments, or private investors, either directly via investment contracts/mandates or via collective investment schemes like mutual funds, exchange-traded funds, or Real estate investment trusts.
Robert Charles Pozen, known as "Bob", is an American financial executive with a strong interest in public policy. 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.
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, LP 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. As at December 2023, Bridgewater ranks as the fourth most profitable hedge fund manager in history by absolute dollar returns. The firm began as an institutional investment advisory service, graduated to institutional investing, and pioneered the risk parity investment approach in 1996.
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.
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. In 2016, at US$108 billion, Contrafund is one of the largest managed stock or bond mutual funds run by one person.
Thomas H. Lee Partners, L.P. is an American private equity firm headquartered in Boston. The firm focuses on investing in middle market growth companies across various sectors, including financial technology, services, healthcare, technology, and business solutions.
Gerald Tsai Jr. was an 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. Lord Abbett has offices in Jersey City, Dubai, Dublin, London, Montevideo, Singapore, Tokyo, and Zurich.
Jeffrey N. Vinik is an American investor and sports team owner. He worked at Fidelity Investments and managed a private hedge fund, and 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. As of July 2024, Forbes estimated his net worth at US$2.0 billion.