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Day: February 1, 2016

9 years ago
Five Factor Quantitative Model Propels Alternative Fund to Top in its Category

Morningstar profiled its Fund Managers of the Year, including the fixed income, allocation and alternative categories.   The Fixed-Income Fund Manager of the Year was Jerome Schneider for the PIMCO…

9 years ago
Bottom Up Stock Picking Helps US Fund Achieve Morningstar's 2015 Fund Manager of the Year

Morningstar profiled its Fund Managers of the Year for 2015 recently. Managers are nominated by Morningstar analysts in four categories – equity, fixed income, multi-asset, and alternatives – and selected…

Recent Original Research
May 28, 2025
Ten Fundamentally Sound Low Volatility Stocks
Low volatility investing focuses on companies whose stock prices tend to move less than the overall market. While traditional finance theory suggests that higher returns come with higher risk, decades of research have shown that low-volatility stocks...
May 27, 2025
Ten Top Small-Cap Value Stocks
Value investing has demonstrated remarkable long-term success because it exploits fundamental market inefficiencies—periods when emotional selling, neglect, or temporary business challenges cause quality companies to trade below their intrinsic worth. This approach works because markets consistently overreact...
May 24, 2025
Ten Fundamentally Sound High Quality Stocks
In volatile markets, high-quality stocks function as stabilizing forces, providing durability when economic turbulence reveals the vulnerabilities of less solid enterprises. These outstanding businesses demonstrate consistent earnings expansion, preserve strong financial foundations, and hold lasting competitive moats...
May 23, 2025
Ten Top High Momentum Stocks
Momentum investing is a strategy that capitalizes on the tendency of winning stocks to continue winning by identifying securities with strong relative price performance that consistently outpace their peers and broader market indices. Rather than simply chasing...
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