Founder-led companies-Fidelity
Please enter a valid email address Please enter a valid email address Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: " Your email has been sent. Mutual Funds and Mutual Fund Investing - Fidelity Investments
Clicking a link will open a new window. (login required, click on Themes to access the Founder Run screen), you will produce a list that skews toward newer companies. It is quite common for new companies with innovative products and services to displace older, legacy businesses. However, there remain numerous companies that have been able to adapt with the times. An important consideration when analyzing any investment opportunity, regardless of whether it is a newer company or has existed for a long time, is to evaluate how established the firm is in the marketplace, and what its growth prospects are within their industry. Additionally, keep in mind that a founder-run filter—or any thematic filter—can create biases (e.g., sector or style) that can have portfolio risk implications. If you are thinking about adding new investment opportunities, it is always prudent to evaluate how it will impact your entire portfolio. Investing implications
Of course, simply because a company is run by its founder does not necessarily mean its management is superior relative to other professional leaders, or that the company will outperform its non-founder-run peers. As always, it's prudent to consider seeking out strong companies with earnings growth potential that are trading at attractive prices. However, if you think founder-led companies that meet your investment objectives may be aligned with your long-term investing goals, you can explore stocks with a founder still at the helm or professionally managed funds that select among such companies. Next steps to consider
Get fund picks from Fidelity or independent experts. Match ideas with potential investments using our Stock Screener. Maximize the potential benefits of Fidelity's research tools. Please enter a valid e-mail address Please enter a valid e-mail address Important legal information about the e-mail you will be sending. By using this service, you agree to input your real e-mail address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an e-mail. All information you provide will be used by Fidelity solely for the purpose of sending the e-mail on your behalf.The subject line of the e-mail you send will be "Fidelity.com: " Your e-mail has been sent. Your e-mail has been sent. Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully. Past performance is no guarantee of future results. Investing involves risk, including risk of loss. Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stock involves risks, including the loss of principal. Fidelity Brokerage Services LLC, Member NYSE, , 900 Salem Street, Smithfield, RI 02917 876091.2.0 Footer
Stay Connected