Investment Gurus

Find investors like me →

Explore investment styles, editorial evaluations and disclosed SEC 13F holdings of notable investors.

← All investors

Peter Lynch

Fidelity Magellan Fund (former manager)

United States

Not rated yet

Peter Lynch — Investment style

Growth5Value

Balances growth prospects with reasonable valuations

Macro9Companies

Studies individual businesses rather than macro forecasts

Quantitative6Qualitative

Pairs earnings analysis with direct product research

Short term8Long term

Holds promising firms for years as earnings develop

Concentrated9Diversified

Managed a widely diversified fund with over 1,000 stocks

Aggressive5Conservative

Balances turnaround opportunities with broad diversification

Leveraged8Unleveraged

Emphasizes equity selection instead of leveraged bets

Short9Long positions

Primarily invests on the long side of equities

Innovative5Traditional

Invests across sectors based on demand and economics

Alternative assets9Stocks

Concentrates on listed equities through Magellan

Style and evaluation scores are subjective HappyStock editorial assessments.

Evaluation scores

Long-term excess returns10/10

Magellan returned 29.2% annually from 1977 to 1990

Performance consistency9/10

Beat the S&P 500 in 11 of his 13 years at Magellan

Downside protection5/10

Magellan shares plunged roughly 23% over three crash days

Replicability8/10

Simple principles, but intensive company research is needed

Explosiveness9/10

Major winners included turnarounds and tenbagger stocks

Top 3 investment successes

Early Taco Bell Investment : After taking over Magellan in 1977, Lynch bought the small restaurant chain Taco Bell when many institutions ignored it He researched its store economics and expansion potential, and later counted it among the investments that rewarded years of patient ownership
Chrysler Turnaround Investment : In 1982, while many investors feared that Chrysler could fail, Lynch made the automaker Magellan’s largest position He judged its recovery potential more favorably than the market did, and the subsequent turnaround became a notable winner for the fund
Fannie Mae Multibagger : During the 1980s, Lynch invested in mortgage-finance company Fannie Mae after assessing its earnings power and potential for growth He held through a major rerating, and contemporary reporting credited him with earning roughly twelve times his original investment

Top 3 investment setbacks

Premature Sale of Home Depot : Lynch visited Home Depot’s first stores and bought the stock, then sold after roughly tripling his money The shares subsequently rose about fiftyfold further He later identified the early sale as a major mistake, although it was a missed gain rather than a realized loss
Missed Walmart Opportunity : In a 1989 interview, Lynch acknowledged missing companies including Walmart and Marriott Their subsequent expansion showed that even a strong stock picker can overlook major compounders These were forgone opportunities, not confirmed realized portfolio losses
Black Monday Drawdown : During the October 1987 market crash, Magellan fund shares lost nearly 23% over three trading days Lynch later acknowledged that he had failed to give enough weight to warning signs The figure describes a brief crash-period drawdown, not the fund’s full-year return

Top 10 reported SEC 13F holdings

No 13F holdings have been reported.

SEC 13F covers reported positions of an associated investment manager, not the investor’s full current portfolio.