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Morningstar’s Director of Manager Research Shares His Focus

Recent Original Research

March 8, 2023

The Surprising Investment Factor That Defies the Risk-Return...

By Jack Forehand, CFA, CFP® (@practicalquant) — There are some core principles that are supposed to govern investing. If I were to ask you to come up with the most important one of those principles off the top of your...

February 22, 2023

A Detailed Look at the Quality Factor

By Jack Forehand, CFA, CFP® (@practicalquant) — We all want to own great companies. We look at Warren Buffett’s success and want to own the same types of businesses he did. We love high returns on capital. We love great...

February 15, 2023

Unlocking the Market’s Mood: Tools for Measuring Stock...

By Justin Carbonneau (@jjcarbonneau) — In our recent podcast with Ray Micaletti, we talked about his relative sentiment approach to investing. Ray uses retail and institutional investor sentiment to build quantitative investment strategies. That conversation, along with...

February 8, 2023

Where Valuations Stand After the Market’s Strong Start...

By Jack Forehand, CFA, CFP® (@practicalquant) — 2023 has been a great year for the market so far. Despite the negative sentiment coming into the year, falling inflation and interest rates coupled with decent earnings so far have provided fuel...

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