Differentiated insights investing with Fidelity
Some thematic strategies are built around unique insights about which types of companies make attractive investments, backed by empirical evidence and ongoing research from Fidelity’s investment team. An example is founder-led companies and the belief that the passionate involvement of a founder gives those companies an advantage.
"Many of the companies in our founder universe exhibit attractive operating characteristics arising from their ownership profiles. We believe that these qualities are amongst the prerequisites of compound returns." – Tom Williams, Portfolio Manager
There are over 800 founder-led companies in the Russell 3000—offering the opportunity for a well-rounded portfolio of US stocks.1
Fidelity's differentiated insight funds
Learn about our differentiated insight funds and the types of companies they invest in.
Fidelity® Founders Fund (FIFNX)
Focuses on harnessing the entrepreneurial spirit of founder-involved companies.
Fidelity® Leveraged Company Stock Fund (FLVCX)
Invests in common stocks of leveraged companies (companies that issue lower-quality debt and other companies with leveraged capital structures).
Thought leadership
Investing in founder-led companies
Some investors believe that companies run by their founder may have a competitive advantage. Learn why founder-involved companies have the potential to outperform the market over time.
Next steps
Get fund picks from Fidelity or independent experts.
Access unique data and search capabilities.
Match ideas with potential investments using our Stock Screener.
