Jurrien Timmer
The Navigator
Judgement in the fog, money, risk and the call others cannot make.
Jurrien Timmer embodies The Navigator through disciplined synthesis rather than doctrinal choice, triangulating position from fundamentals and technicals simultaneously instead of picking a camp. His barbell construction spanning the Mag Seven and non-U.S. equities reflects a chart-reader who plots relative-value coordinates before committing capital at Fidelity. Twelve bear markets have not made him reckless. They have calibrated his bearing, replacing alarm with a steadiness earned across full market cycles.
“The fundamentals tell you kind of the why, maybe the what and the why, and the technicals tell you kind of the when and the how much. It helps give you conviction.”
“I do a barbelle of Max seven and non US stocks. You can play the dollar weakening story, get equally good fundamentals for a fifteen pe instead of a twenty four pe.”
“Markets go through cycles and it always comes back. I've now been through like twelve bear markets in my career and it's like, yeah, whatever, like nothing shocks me anymore.”
Masters in Business: “'Barbell' Investing Strategies With Jurrien Timmer”
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