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Insight is Capital™ Podcast


Apr 18, 2018

In this podcast, Dan Kelley, portfolio manager, Fidelity Investments, discusses how the opportunity of investing in founder-led companies has historically translated in higher returns.

As a high school student, one of Dan Kelley's first jobs was working in a supermarket. At a young age he was interested in how businesses worked, how they were run. In high school he was inspired by legendary investor, Peter Lynch, after reading "One Up On Wall Street." Dan went on to work for two Wall Street powerhouses, as an analyst, until the opportunity to work at Fidelity Investments came along, in 2007, which fulfilled his long-time desire to work on the buy-side for one of the great investment management firms.

Prior to joining Fidelity, Dan never imagined that he would one day be mentored by, and earn a place alongside investing greats Will Danoff and Joel Tillinghast, nor that he would have regular conversations with Peter Lynch.

Dan Kelley manages Fidelity Founders Class Fund for Canadian investors. He also manages the Fidelity Trend Fund and the Fidelity Advisor Diversified Stock Fund for U.S. investors.

TRANSCRIPT