Fidelity Investments
also referred to as: fidelity
includes Fidelity Mutual Funds
15 statements across 11 episodes · 6 bullish · 1 bearish · 11 people on the record · first statement Jul 3, 2017 by Chris Douvos · said 162 times in 56 episodes since 2017 · across every show →
Mentions by year, the whole family
brought up most by Ted Seides (39), Drew Dickson (15), Rob Citrone (12), Alex Sacerdote (12), Gavin Baker (9), Tom Lydon (8), Ben Forman (7), Lane MacDonald (5)
tap a year for its mentions
2026 33 mentions in 2 episodes 17 per episode
2025 27 mentions in 9 episodes 3 per episode
- Top 5 of 2025: #4: Alex Sacerdote
- Ben Forman – Unlocking Blockchain's Potential (EP.441)
- Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
- Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
- Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)
- Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- 1 more episode that year, every mention in 2025 →
2024 7 mentions in 4 episodes 2 per episode
- David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
- Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410)
- Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)
- Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)
- every mention in 2024, scene by scene →
2023 10 mentions in 7 episodes 1 per episode
- Adam Karr – Extreme Alignment at Orbis (EP.338)
- Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
- Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
- Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
- Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
- Venture Capital Panel – Beezer Clarkson, Chris Douvos, and Joelle Kayden (Capital Allocators, EP.299)
- every mention in 2023, scene by scene →
2022 30 mentions in 9 episodes 3 per episode
- Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
- Charley Ellis - Figuring Out Investing and Vanguard (Capital Allocators, EP.286)
- Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
- Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)
- Mario Giannini – View from the Top of Private Equity at Hamilton Lane (Capital Allocators, EP.262)
- Sachin Khajuria – Two and Twenty, An Insider's Take on Private Equity (Capital Allocators, EP.285)
- Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)
- 1 more episode that year, every mention in 2022 →
2021 14 mentions in 11 episodes 1 per episode
- Private Equity Masters 4: David Rubenstein – Carlyle Group (Capital Allocators, EP.203)
- Eli Casdin – Casdin Capital (Manager Meetings, EP.02)
- Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)
- Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)
- Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)
- Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
- 3 more episodes that year, every mention in 2021 →
2020 5 mentions in 3 episodes 2 per episode
- Christie Hamilton – Tweeting on Allocation at Children's Health (Capital Allocators, EP.124)
- Sustainable Investing 9: Reuben Munger – Private Capital Perspective (Capital Allocators, EP.147)
- Sustainable Investing 4: Emanuel Citron – Sourcing Sustainable Managers (Capital Allocators, EP.142)
- every mention in 2020, scene by scene →
2019 21 mentions in 4 episodes 5 per episode
- Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13)
- Scott Kupor - Andreessen Horowitz (First Meeting EP.07)
- Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- Rahul Moodgal - Master Fund Raiser (Capital Allocators, EP.87)
- every mention in 2019, scene by scene →
2018 11 mentions in 4 episodes 3 per episode
- Tom Lydon – ETF Trends (Capital Allocators, EP.56)
- Stephen McKeon – Professor of Crypto Security Tokens (Capital Allocators, EP.69)
- Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
- Roz Hewsenian –Helmsley Trust's Chief of People and Process (Capital Allocators, EP.63)
- every mention in 2018, scene by scene →
Everything said about Fidelity Investments, oldest first
Jul 3, 2017 positive
Nov 25, 2019 positive
Jul 12, 2021 positive
Rubenstein: Carlyle pioneered the multi-product platform model in private equity
“If Carlisle was innovative in anything, it was probably the idea that we would try to create a fidelity or a T. Rowe price of private equity, which is to say, We wouldn't have one buyout fund every four years. We'd have a buyout fund, and then after we raised …”
Jun 20, 2022 negative
Forman: Brokerages capture all securities lending yield from retail investors
“If you own stocks on your Fidelity or Schwab account, you are earning Zero percent on them if you're a retail investor. And on the back end, to the extent people are shorting an asset that you own, Fidelity, Schwab, whoever your brokerage is, is making that sp…”
Jul 11, 2022
Jul 3, 2023
Daniel: Major asset managers had zero energy stocks in top 50 holdings
“We took all the large asset management complexes. I think Wellington. Wellington, Fidelity, Neuberger, you name, Capri, you name them, and say, okay, let's figure out where their largest energy exposure is and what number it is in their portfolio. They're taki…”
May 5, 2025 neutral
Most UHNW investors cannot name three alternative asset providers
“I'll call out a Bain survey from twenty-twenty-two. Bain and company asked 418 ultra high net worth individuals. Name three firms that come to mind when you think of alternative assets and who are the providers. First answer, the biggest answer in the bubble c…”
Oct 9, 2025 neutral
Dec 22, 2025 neutral
Dec 22, 2025
Sacerdote: Peter Lynch Timed Fidelity Analysts' Stock Pitches with Egg Timer
“Peter Lynch, he wasn't active when I was there, but he would meet with the analysts individually three or four times a year, and he always had his thing, the egg timer, where you go into his office and he turns the egg timer.”
Jan 26, 2026 neutral
Mar 2, 2026 bullish
Baker: Fidelity led three Roku rounds when VCs feared Big Tech
“There's this company, Roku, no VCs would fund it, because every venture capitalist was worried about competition from Amazon, Google, and Apple. I was like, well, I'm really familiar with those companies. Competing with Roku, it is not on their top 50 list of …”
Mar 2, 2026
Mar 2, 2026 positive
Baker: Evaluated analysts on clear factual arguments, not hit rate
“I didn't care whether the analysts at Fidelity got their stocks right or wrong. It was utterly immaterial to how I evaluated analysts. There's an analyst, he consistently had some of the worst stock picking metrics in the department. But I made a vast amount o…”