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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Joel Tillinghast

Joel Tillinghast

Showing manager performance globally. You can view performance in individual jurisdictions.

About Joel Tillinghast

Joel Tillinghast is an analyst and portfolio manager at Fidelity Management & Research. He has been with the firm since 1986 and prior to this, was director of research and strategy at Bank of America Financial Futures. Joel is responsible for a number of equity funds, using an intrinsic value, mostly small investment style. He is a CFA Charterholder and graduated from Wesleyan University Kellogg Graduate School of Management with a BA in Finance. In his spare time, Joel lists music among his interests.

Invests in own strategies

Runs institutional money

Are you Joel Tillinghast?

Citywire Rating: AA rated

2015

  • JRated A in Jul 2015
  • ARated Plus in Aug 2015
  • SRated Plus in Sep 2015
  • ORated Plus in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015

2016

  • JNot rated in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NRated AA in Nov 2017
  • DRated AA in Dec 2017

2018

  • JRated AA in Jan 2018
  • FRated A in Feb 2018
  • MRated A in Mar 2018
  • ARated A in Apr 2018
  • MRated AA in May 2018
  • JRated A in Jun 2018
  • JRated Plus in Jul 2018
  • ARated A in Aug 2018
  • SRated Plus in Sep 2018
  • ORated Plus in Oct 2018
  • NRated AA in Nov 2018
  • DRated AA in Dec 2018

2019

  • JRated AA in Jan 2019

Performance

Equity - Global
over : 31/12/2017 - 31/12/2018
Rank 278/1979 Equity - Global
Manager Return
276 Laurent Nguyen -6.9%
276 Hamish Douglas -6.9%
278 Joel Tillinghast -7.0%
279 Joseph Flaherty, Jr -7.0%
279 Otto Friedrichsen -7.0%

Total Return

Month by Month Performance

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -7.0% -0.3% 2.1% 4.5% -12.5%
2017 24.2% 5.3% 5.4% 4.8% 6.8%
2016 11.1% 1.3% 0.7% 6.3% 2.4%
2015 2.9% 5.3% 3.8% -7.8% 2.1%
2014 8.0% 0.1% 5.7% -0.7% 2.8%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.