Lessons from nearly 20 years of beating the market, ft. Fidelity's Paul Taylor

The Fidelity Australian Equities Fund launched in June 2003 and as of June 2022, the fund had outperformed its benchmark, the S&P/ASX 200 Accumulation Index, by roughly 2.3% per annum. However, Paul's time with Fidelity started in late 1990s. Meaning that over Paul's career he has seen around 10 'crises' of various stripes.

In this Australian Investors Podcast with Paul Taylor, the two investors cover questions like:

• If you could only pick 3 financial metrics from a company's financials, what would you include?
• How do you go about valuing companies?
• How does Fidelity build a "360-degree view" of a company?
• What are the 2-3 key ideas other investors can learn from Paul's market-beating returns?
• Why a low portfolio turnover important to Paul and the team

You can listen to the episode using the links below, or watch the podcast via YouTube.

Watch the video version on the Rask Australia YouTube page.

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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Date recorded: 12th of July 2022

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