Fidelity Investor

Meet Jim Lowell

Jim Lowell is Editor-in-Chief of the award-winning independent newsletters, Fidelity Investor and Fidelity Sector Investor. Through his newsletters, Jim advises individual investors seeking superior performance from their Fidelity investments. He has also written several books on investing, Investing from Scratch (revised edition, Penguin, 2006) and What Every Fidelity Investor Needs to Know (Wiley, 2007) among them. As a guest investment columnist for Forbes Magazine and a regular participant and guest host on Fox Business News, Jim has written and lectured extensively on investing and personal finance. His market views and opinions appear frequently in such publications as Barron’s, Businessweek, The New York Times, The Wall Street Journal, Fortune, Investment News, Money and Smart Money, to name a few. Jim is the President of FundWorks, Inc., a leading independent research firm covering mutual funds, exchange traded funds, sector, currency, leveraged product and income investing strategies for individual investors and investment professionals. He is also a member of the baord for Adviser Investments, an investment advisory firm. Jim was educated at Vassar College (B.A.), and holds Master’s degrees from both Harvard University, and Trinity College. In addition, he is involved in charitable works, is a published poet, a former teaching fellow at Harvard University, and former lecturer in the Philosophy/Religion Department at Northeastern University College in Boston. He is an accomplished catch-and-release sport fisherman.

About Fidelity Investor

Published since 1998, Jim Lowell’s Fidelity Investor is the leading independent newsletter dedicated to making investing in Fidelity mutual fund investments safer and more profitable with a proprietary approach to selecting, evaluating, and investing in Fidelity fund managers. Recently named to the independent Hulbert Financial Digest’s 2015 Newsletter Honor Roll, Fidelity Investor believes in “buying the manager, not the fund,” making it the one place where subscribers find out just how skilled Fidelity fund managers are at selecting stocks, bonds, or a mix of both. Fidelity Investor subscribers are known as “Fidelity’s Fortunate Few,” and the fund selections they get directly from Jim double and in many cases triple their returns. His strategies for investment income have boosted members’ annual income two-fold. Jim’s a bona fide Fidelity genius. With Jim’s proprietary Manager Ranking System (MRS), “Fidelity’s Fortunate Few” see at a glance exactly how a Fidelity stock fund manager has fared relative to the market month in and month out since he or she began managing money. In each monthly issue of Fidelity Investor, Jim covers performance updates on his five different Fidelity Model Portfolios, smartly balanced and diversified, plus his monthly Tactical Opportunities. In addition, every monthly newsletter features Jim’s insight on what’s going on inside Fidelity and how that impacts investors, as well as exclusive interviews and appearances.