24 Total Quotes

Jim Lowell Quotes

The funds that will probably be hit the hardest are the growth and income funds. They tend to overweight as much in financials as growth funds overweight in technology.
Jim Lowell
#Growth

It's a bloody landscape for large-cap stocks,
Jim Lowell
#Bloody

It means that without having to do any additional marketing, money will flow through their retirement-account pipelines directly to them. And anytime you can get a government to build a door that goes directly to your shop, well, why not.
Jim Lowell
#Marketing

The majority of Fidelity growth and growth & income funds remained underweight technology - some by inches, and some by miles.
Jim Lowell
#Fidelity

[Mutual fund investors will share in the pain.] The funds that will probably be hit the hardest are the growth and income funds, ... They tend to overweight as much in financials as growth funds overweight in technology.
Jim Lowell
#Growth

He may not have had a choice. If Peter had control over it, he wouldn't have sold. His loyalty is very deep. It's not a vote of no-confidence.
Jim Lowell
#Choice

No other growth fund at Fidelity has a precious metals holding in its top 10.
Jim Lowell
#Fidelity

This move reflects the fact that Fidelity, while not directly acknowledging it, is tacitly admitting what we all know: that the fund business is maturing, while the other two areas affected by today's announcements, namely the venture capital side and retirement services, have long-term prospects for significant growth,
Jim Lowell
#Fidelity

It's almost a pure reflection of market volatility.
Jim Lowell
#Reflection

He certainly has the right mosaic of experience to be able to manage Fidelity Fund well,
Jim Lowell
#Experience

I think this is a case (with the Value fund) where you buy a fund, not a manager,
Jim Lowell
#Value

Beth is clearly one of their big names. The good news is she's not leaving to start a hedge fund.
Jim Lowell
#News

They're running without a tenth of their portfolio to meet redemptions. That's a hellish way to run a portfolio,
Jim Lowell
#Running

They were bearish for a reason,
Jim Lowell
#Reason

They're running without a tenth of their portfolio to meet redemptions. That's a hellish way to run a portfolio.
Jim Lowell
#Running

They were bearish for a reason.
Jim Lowell
#Reason

You can't use that to mask the real potential weakness in what used to be - or arguably still is - their core business. There's no question they've been moving against the tide with Magellan's woeful performance. And investors tend to think that as the flagship fund goes, so goes the rest of the fleet.
Jim Lowell
#Potential

You can't use that to mask the real potential weakness in what used to be – or arguably still is – their core business. There's no question they've been moving against the tide with Magellan's woeful performance. And investors tend to think that as the flagship fund goes, so goes the rest of the fleet.
Jim Lowell
#Potential

You can't use that to mask the real potential weakness in what used to be -- or arguably still is -- their core business. There's no question they've been moving against the tide with Magellan's woeful performance. And investors tend to think that as the flagship fund goes, so goes the rest of the fleet.
Jim Lowell
#Potential

You can't use that to mask the real potential weakness in what used to be — or arguably still is — their core business. There's no question they've been moving against the tide with Magellan's woeful performance. And investors tend to think that as the flagship fund goes, so goes the rest of the fleet.
Jim Lowell
#Potential

Fidelity and others understand that beating Wall Street these days is half the battle. You've also got to be able to play on Pennsylvania Avenue.
Jim Lowell
#Fidelity

Who's going to manage (health savings accounts)?. It's not going to be your local accountant, it's going to be Fidelity.
Jim Lowell
#Fidelity

It's like a flashlight on a life raft in the middle of the Atlantic -- good luck finding it. But if there's nearly $3 trillion floating around, and you can hit it with products that relate to Japanese investors' culture and objectives -- a savings and income orientation -- then you're talking about a significant business opportunity.
Jim Lowell
#Life

You can't use that to mask the real potential weakness in what used to be or arguably still is their core business. There's no question they've been moving against the tide with Magellan's woeful performance. And investors tend to think that as the flagship fund goes, so goes the rest of the fleet.
Jim Lowell
#Investors