About

Jim Lowell is editor-in-chief of the multiple award-winning independent newsletters, Fidelity Investor and Fidelity Sector Investor. He has also written several books on investing: Investing from Scratch (revised edition, Penguin, 2006) and What Every Fidelity Investor Needs to Know (Wiley, 2007) among them. Mr. Lowell has been a featured investment columnist on Marketwatch and in Forbes magazine. He has written and lectured extensively on investing and frequently appears on Bloomberg, CNBC, Fox Business, and PBS' Nightly Business Report. His market views and opinions appear frequently in such publications as Barrons, Business Week, The New York Times, The Wall Street Journal, Fortune, Investment News, Money, and Smart Money to name but a few. Mr. Lowell is a partner and chief investment officer of Adviser Investments (www.adviserinvestments.com), a private, fee-only money management firm advising on over $4.5 billion in assets under management. He is also the president of FundWorks, a leading independent research firm covering mutual funds, exchange traded funds, sector, currency, leveraged product, and income investing strategies for individual investors and investment professionals. Mr. Lowell was educated at Vassar College (B.A., Philosophy), and holds Master's degrees from both Harvard University (Master of Theological Studies), and Trinity College (Master of Anglo-Irish Literature; Dublin, Ireland).




Content from Jim Lowell

Top Picks 2017: Fidelity Small Cap Growth
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With all the concerns about trade wars, tariffs, and a U.S. dollar that is as strong as it has been in nearly 15 years…

Tickers: FCPGX
Top Picks 2017: Fidelity Int'l Small Cap Opportunities
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In 2017, I want to stay with small cap companies but also go global, asserts fund expert Jim Lowell, editor of Fideli…

Tickers: FCPGX
Six-pack of Income Funds
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We should all care about well-managed companies and well managed funds. Those investing at Fidelity can be thankful fo…

 
Healthcare: A Fidelity Trio
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In a review of 2014’s Top 10 Select Funds from Fidelity, fund expert Jim Lowell, editor of Fidelity Investor, reit…

 
Four “Unique” Funds from Fidelity
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In his latest Fidelity Investor, fund expert Jim Lowell looks at a number of buy-rated funds that would qualify as havi…

 
Four “Unique” Funds from Fidelity
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In his latest Fidelity Investor, fund expert Jim Lowell looks at a number of buy-rated funds that would qualify as havi…

 
Global Quant Favorites
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Our Global Quant portfolio is distinct by virtue of its proprietary methodology; we own the top ranked managers followi…

 
A Top Trio of Mid-Cap Managers
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Mid-cap stocks are now at mid-cycle; on the whole, they are looking far from cheap. As such, there is now an ocean of …