4.5 • 775 Ratings
🗓️ 29 January 2020
⏱️ 62 minutes
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0:00.0 | At Jackson, we've created a digital retirement planning experience with you and mine. |
0:05.5 | Visit jackson.com to explore our easy-to-understand resources and user-friendly tools |
0:10.1 | that are designed to enable financial professionals and clients to plan a path to financial freedom. |
0:15.5 | Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan, |
0:20.5 | and Jackson National Life Insurance Company, Lansing, Michigan, |
0:23.1 | and Jackson National Life Insurance Company of New York. |
0:24.0 | Purchase New York. |
0:31.5 | Please stay tuned for important disclosure information at the conclusion of this episode. |
0:33.9 | Hi, and welcome to the Longview. |
0:37.6 | I'm Jeff Battack, Director of Manager Research for Morningstar Research Services. And I'm Christine Ben's, Director of Manager Research for Morningstar Research Services. |
0:41.3 | And I'm Christine Ben's, Director of Personal Finance for Morningstar, Inc. |
0:46.4 | Our guest this week is Will Danoff. Will runs a number of fidelity equity strategies, |
0:51.6 | best known of which is Fidelity Contra Fund, a mutual fund he has been managing since September 1990. During his nearly three-decade tenure at Contra Fund, |
0:56.2 | Will has trounce the market indexes and even more remarkably managed to maintain the fund's |
1:01.4 | performance at scale. Indeed, Contra Fund was recently home to more than $120 billion in assets |
1:07.6 | and has ranked among the world's largest funds for many years. |
1:11.9 | For his accomplishments, Morningstar Name Will its domestic stock manager of the year in 2007. |
1:18.5 | Prior to becoming a portfolio manager, Will served as a retail analyst at Fidelity |
1:22.4 | and for a time as assistant portfolio manager at Fidelity Magellan. |
1:29.3 | He's a graduate of Harvard University and earned his MBA at the Wharton School of the University of Pennsylvania. We're thrilled to have |
1:34.8 | him as our guest. Will, welcome to the Longview. Thanks, Jeff. Excited to be here. So why do we get |
1:42.0 | things started? We'll widen the aperture, so to speak, and talk about |
... |
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