The Long View
The Long View
Jan 29, 2020
Will Danoff: Succeeding at Scale
Play • 1 hr 1 min

Our guest this week is Will Danoff. Will runs a number of Fidelity equity strategies, best known of which is Fidelity Contrafund, a mutual fund he has been managing since September 1990. During his nearly three-decade tenure at Contrafund, Will has trounced the market indexes and, even more remarkably, managed to maintain the fund's performance at scale. Indeed, Contrafund was recently home to more than $120 billion in assets and has ranked among the world's largest funds for many years. For his accomplishments, Morningstar named Will its Domestic-Stock Manager of the Year in 2007. Prior to becoming a portfolio manager, Will served as a retail analyst at Fidelity and for a time as assistant portfolio manager at Fidelity Magellan. 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 him as our guest.

Background

Will Danoff bio

Fidelity Contrafund

Inspirations

“Letters”, Fidelity Investments TV commercial 

Peter Lynch bio

Meetings with Management

Nelson Peltz bio

Idea Generation

Salesforce Dreamforce conference

Joel Tillinghast

Fidelity Low-Priced Stock

Circle of Competence

Michael O’Leary, Michael Cawley bios

Portfolio Construction

Corporate profit margins

Investing in Private Firms

Securities and Exchange Commission’s “Investment Company Liquidity Risk Management Program” 

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