Fidelity Manager Beats Passive Funds

The video discusses Adam Benjamin's impressive performance in the semiconductor sector, comparing his fund's benchmarks to various indexes like the S&P 500 and the Philadelphia Semiconductor Index. It highlights his strategic investments in companies like NVIDIA, Broadcom, and Estera Labs, and his decision to avoid Intel. The video concludes with a brief overview of Benjamin's extensive background in the semiconductor industry.

What was the performance of the Philadelphia Semiconductor Index compared to Adam Benjamin's fund?

What was Adam Benjamin's background before becoming a fund manager?