Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

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

Joel Tillinghast

Showing manager performance globally. You can view performance in individual jurisdictions.

About Joel Tillinghast

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

Are you Joel Tillinghast?

Citywire Rating: AA rated

2015

  • JRated A in Jul 2015
  • ARated Plus in Aug 2015
  • SRated Plus in Sep 2015
  • ORated Plus in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015

2016

  • JNot rated in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NRated AA in Nov 2017
  • DRated AA in Dec 2017

2018

  • JRated AA in Jan 2018

Performance

Equity - Global
over : 31/12/2016 - 31/12/2017
Rank 730/1872 Equity - Global
Manager Return
730 Joel Tillinghast 24.2%
730 Lars Warolin 24.2%
730 Anders Nordbrandt 24.2%
730 Andre Aydin 24.2%
730 Stefan Åsbrink 24.2%

Total Return

Month by Month Performance

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 24.2% 5.3% 5.4% 4.8% 6.8%
2016 11.1% 1.3% 0.7% 6.3% 2.4%
2015 2.9% 5.3% 3.8% -7.8% 2.1%
2014 8.0% 0.1% 5.7% -0.7% 2.8%
2013 40.1% 11.4% 6.4% 9.2% 8.3%

Related News

Veteran Fidelity value PM steps off nine funds

Buck stops running money at Fidelity where she oversaw nine funds and spent 17 years as a value investor.

Fidelity PM steps back from $39bn Low-Priced Stock fund

A co-manager has been taken off of the $38.6 billion Fidelity Low-Priced Stock fund in order to focus on his other management responsibilities.

Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.