How Fidelity’s Paul Taylor stays ahead of the market
Paul Taylor has defied the odds for 22 years. Hear how he picks stocks, handles losses, and tunes out short-term market noise.
We're often told that beating the market over the long term is impossible. A lucky year or two? Maybe. But doing it for more than two decades? That’s supposed to be out of reach.
Paul Taylor has defied that logic. Managing a concentrated portfolio of 30 to 50 local stocks through everything from the GFC to the COVID crash. It sounds exhausting - but he shows no signs of slowing down.
His journey began in a middle-class Brisbane household, continued through a commerce degree at the University of Queensland, and led him to the global stage with a Master of Finance from the London Business School. In 2003, he took the helm at Fidelity Australia - a firm made famous by legendary stock picker Peter Lynch.
In today’s turbulent market, Taylor’s perspective is more relevant than ever. In this episode of Success and More Interesting Stuff, he shares the key ingredients for long-term success, explains why failure is inevitable in stock picking, and offers his view on why the current obsession with tariffs and trade tensions will ultimately be seen as little more than short-term noise. It’s a rare opportunity to hear from one of Australia’s most consistent and enduring investors.
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Matthew is the Principal and Portfolio Manager at Centennial Asset Management. Prior to this, Matthew was the CIO at Wilson Asset Management between 1998 and 2011, achieving 18% p.a. over the period.
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Matthew is the Principal and Portfolio Manager at Centennial Asset Management. Prior to this, Matthew was the CIO at Wilson Asset Management between 1998 and 2011, achieving 18% p.a. over the period.
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Matthew is the Principal and Portfolio Manager at Centennial Asset Management. Prior to this, Matthew was the CIO at Wilson Asset Management between 1998 and 2011, achieving 18% p.a. over the period.
Expertise
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