Fidelity Contrafund Hurt By Tech, Helped By Genentech
March 02 2009 - 12:23PM
Dow Jones News
The long-time manager of Fidelity Investments' Contrafund, one
of the largest mutual funds, said he held on to technology stocks
such as Google Inc. (GOOG) and Apple Inc. (AAPL) too long last year
but correctly passed on troubled financial companies.
The recently reopened fund was also helped by its big stake in
biotechnology firm Genentech Inc. (DNA), said Will Danoff, who has
managed it since 1990. Fidelity published his overview of the
fund's performance on its Web site.
Returns in the $45.9 billion Contrafund plummeted 37.2% in 2008,
about matching the decline in the Standard & Poor's 500 index
while outperforming more troubled Fidelity notables such as the
Magellan Fund and the Growth & Income Portfolio.
Morningstar.com gives Contrafund five out of possible five stars
and gives Danoff high praise.
But in looking at 2008, Danoff said, "I'm very disappointed with
this result, and I take no solace in observing" the S&P 500
performance match, or the fact the fund outpaced others at Fidelity
and much of its peer group.
"It was still a horrible year for the global economy," Danoff
added.
Regarding specific moves, the manager said, "I was late in
reducing some of my holdings in the tech sector," particularly in
Internet-search giant Google, consumer-electronics heavyweight
Apple and mobile-phone maker Research In Motion Ltd. (RIMM).
Google and Apple were among the fund's largest holdings last
year, and they stayed there in January, according to new Fidelity
data. Google was the top holding in January with a market value $2
billion, representing 4.4% of the fund's net assets, Apple was No.
5 in January with a $1.1 billion market value, while Research In
Motion was further down the list.
Shares of both Google and Apple fell more than 55% last year,
while Research In Motion tumbled 64%, with all three performing far
worse than the broader market. Apple and Google have reclaimed a
tiny fraction of that lost ground in the new year, but Research In
Motion has continued to slide.
"In retrospect, I was too ebullient about their long-term
prospects," said Danoff, who added that "picks in the retailing and
capital good groups also hurt" last year.
He also noted that he started to pull back on exposure to
growth-oriented energy production companies after oil prices peaked
and then started declining, but that he was underexposed to
"more-stable earners" such as Exxon Mobil Corp. (XOM) and Chevron
Corp. (CVX). The prices of both energy companies declined less than
the broader market last year, although their stock value has been
hit hard in 2009.
The fund was helped greatly, on the other hand, by heavy
exposure to biotechnology firm Genentech, which saw its stock price
improve by nearly 24% last year amid a takeover offer from Roche
Holding AG (RHHBY). Genentech, Contrafund's second-largest holding
in January and the biggest in December, "made the biggest
contribution to relative performance," Danoff said.
He also highlighted his decision to pass over "big problems"
among financial stocks, such as troubled insurer American
International Group Inc. (AIG) and bank Citigroup Inc. (C), where
the fund had "big underweightings." Additionally, Contrafund didn't
have any stake in mortgage-company Fannie Mae (FNM), Danoff
noted.
A small position in General Electric Co. (GE), "whose troubled
financing unit pulled down the value of its stock, also helped, as
did a moderate position in cash," he added.
Looking ahead, the manager noted dramatic efforts by governments
and central banks to try to stabilize the global economy. "Given
these actions, I believe it is possible that the outlook for
corporate profit growth and equity prices could improve by the end
of 2009," Danoff said.
He also added that he still finds blue-chip growth stocks "to be
one of the most attractive groups of stocks to own" and called the
group "stable and cheap."
Fidelity reopened Contrafund to new investors in mid-December to
balance out a trend of assets leaving the fund as investors retire.
It had closed to new accounts in April 2006.
- By Jon Kamp, Dow Jones Newswires; 617-654-6728;
jon.kamp@dowjones.com