Harnessing the Founders Mentality in your portfolio

Discover how innovative thinkers and business leaders around the world can affect your portfolio.

Tuesday, November 12, 2019
Noon – 1:00 p.m. ET



Great founders are innovative, customer-obsessed, and committed — traits that are known as the Founder's Mentality. Fidelity's research has shown that founder-led companies have tended to outperform other companies over time. Join Fidelity portfolio manager Dan Kelley in a discussion about how this insight could benefit your portfolio.

Presenter

Daniel E. KelleyDaniel E. Kelley is a portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.


In this role, Mr. Kelley manages Fidelity Founders Fund, Fidelity Advisor Diversified Stock Fund and Fidelity Puritan Fund.


Previously, Mr. Kelley managed Fidelity Trend Fund, Fidelity Large Cap Growth Fund, Fidelity Advisor Strategic Growth Fund, and Fidelity VIP Growth Stock Portfolio. He also managed Fidelity Select Construction and Housing Portfolio. Prior to assuming his portfolio management responsibilities, Mr. Kelley served as sector leader of the real estate investment trusts (REITs) research team where he was responsible for the coverage of REITs and homebuilders stocks.


Before joining Fidelity in 2005, Mr. Kelley was an associate in the Institutional Equities division at Morgan Stanley. He was also a financial analyst, and later an associate, in the Equities division at Goldman Sachs & Co. He has been in the financial industry since 2001.


Mr. Kelley earned his bachelor of science degree, summa cum laude, in finance and accounting from Georgetown University.

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