Erin Sullivan Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Erin Sullivan

Public Reply Prvt Reply Mark as Last Read File

Next 10PreviousNext

To: Jack Hartmann who wrote ()	12/11/1999 10:31:00 PM
From: Jack Hartmann	Read Replies (1) of 11

From 12/3/99 post by George Black When it comes to the manager of Fidelity's Aggressive Growth Fund (FDEGX: news, msgs), she's got game. Fidelity Insight's Eric Kobren's latest dispatch at the MarketMaven's Web site can't say enough nice things about the fund and its manager. And he says it's starting to attract some well-deserved attention. Kobren gives credit for Fidelity's top diversified U.S. equity fund's performance to manager Erin Sullivan, who he says has been in the right places much of the time. Building large positions in Internet stocks last year, she took profits near the top and moved to second-generation Net stocks that held up while others dropped this summer. This year, Sullivan's been a big fan of biotechs and they've seen their biggest sustained rally in years. What's her secret? Kobren writes that Sullivan makes big sector bets, with 44 percent of the fund's assets currently in technology. And she doesn't pay much attention to valuation. Kobren thinks Sullivan stands a good chance to keep finding winners and rates the fund a "buy" for aggressive investors who can handle the risk. Read the full story. cbs.marketwatch.com.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Next 10PreviousNext