Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

Joel Tillinghast

Joel Tillinghast

i

This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently.

More information on how Ratings are calculated

Joel Tillinghast is an analyst and portfolio manager at Fidelity Management & Research. He has been with the firm since 1986 and prior to this, was director of research and strategy at Bank of America Financial Futures. Joel is responsible for a number of equity funds, using an intrinsic value, mostly small investment style. He is a CFA Charterholder and graduated from Wesleyan University Kellogg Graduate School of Management with a BA in Finance. In his spare time, Joel lists music among his interests.
 —  Invests in own strategies
 —  Runs institutional money
Equities Investment Style:
  • Defensive Growth
  • Growth
  • Value
Education:
  • Wesleyan University BA Kellogg Graduate School of Management (Northwestern), MM
  • finance
  • CFA
Interests:
  • Cinema/Theatre
  • Music

Citywire Rating: AA rated

not rated

2015

  • J
  • A
  • S
  • O
  • N
  • D

2016

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

2017

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

sector performance

Equity - Global Multi-Cap Value

funds managed

fund total return standard deviation max drawdown
Fidelity Flex Intrinsic Opportunities Fund 7.7 % 3.5 0 %
Fidelity Series Intrinsic Opportunistic Fund 39.2 % 9.3 -12.3 %

League Table - Rank 1/52 (1st quartile)

rank Manager Return
1 Joel Tillinghast 1. Joel Tillinghast 39.2%
2 Bernard Horn 2. Bernard Horn 33.9%
2 Sumanta Biswas 2. Sumanta Biswas 33.9%
2 Bin Xiao 2. Bin Xiao 33.9%
5 Pierre O. Py 5. Pierre O. Py 29.9%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2017)

year Annual Q1 Q2 Q3 Q4
2017 5.2% 5.4% 4.9%
2016 11.0% 1.3% 0.7% 6.3% 2.4%
2015 2.8% 5.2% 3.8% -7.8% 2.1%
2014 8.0% 0.1% 5.7% -0.7% 2.7%
2013 40.0% 11.4% 6.3% 9.2% 8.3%

Are you Joel Tillinghast?

We are constantly updating our comprehensive database of fund managers and their career history. If you are (or represent) Joel Tillinghast and would like to update or provide biographical information for this factsheet please email manager-research@citywire.co.uk