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Transcript: Joel Tillinghast, Fidelity

The Big Picture

The transcript from this week’s, MiB: Joel Tillinghast, Fidelity’s Legendary Fund Manager , is below. The s and p 500 has underperformed his fund by 3.7% He’s crushed the Russell 2000, whatever benchmark you want to talk about. Peter Lynch has called him the best stock picker he’s ever known.

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Transcript: David Einhorn, Greenlight Capital

The Big Picture

The performance at the fund flagged, which sort of set him back hunting for what was going wrong with his style of value investing. And he came to some really fascinating conclusions, which led him to change how they approached investing. Let’s start out talking a little bit about your background.

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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained.