Masters in Business Joel Tillinghast on Fidelity Investments
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Dec 8, 2023 Portfolio manager at Fidelity Investments, Joel Tillinghast, discusses his journey to Fidelity, investing strategies, and the importance of staying informed. He also explores the concept of data analysis, active vs passive investing, and achieving market-leading outcomes. Tillinghast shares insights on teaching the next generation of fund managers and reflects on the unpredictability of investing.
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Early Investing
- Joel Tillinghast's grandmother used Value Line to manage her stock portfolio after his grandfather died.
- This sparked his interest in investing at a young age, leading him to purchase his first stocks.
Value Line and Kellogg
- Tillinghast's first job was at Value Line, fulfilling a childhood aspiration.
- He later attended Kellogg School of Management.
Joining Fidelity
- Tillinghast cold-called Peter Lynch, leading to a job at Fidelity.
- He pitched San Francisco Federal Savings and Chrysler during his interview.