Morningstar Investor users sign in here.
TOPIC

FUND MANAGER News & Analysis

Does Overconfidence Explain Poor Active Performance?
Funds
Does Overconfidence Explain Poor Active Performance?
New academic research has found that the underperformance of fund managers can be partly explained by overconfidence leading to excessive risk taking.
James Gruber | 27 September 2023
Why LICs are closing and more should follow
Funds
Why LICs are closing and more should follow
 The heyday of LICs is in the past, when issuers paid generous fees to brokers and advisers to put their clients into new structures. Most LICs...
Graham Hand | 21 September 2023
3 undervalued ASX stocks the fund managers are buying
Stocks
3 undervalued ASX stocks the fund managers are buying
We’ve scanned the recent portfolio data from dozens of Morningstar-rated investment funds to show you what Australian stocks fund managers are...
Joshua Peach | 14 June 2023
Backing a winner: What ASX-listed Pinnacle looks for in a fund manager
Video
Backing a winner: What ASX-listed Pinnacle looks for in a fund manager
What makes a great fund manager? Morningstar asks the founder of boutique fund incubator Pinnacle Investment Management.
Sarah Dowling | 05 June 2023
The cost of not backing the big market winners
Funds
The cost of not backing the big market winners
When large companies make big moves, the funds which do not hold them are destined to deliver underperformance relative to their...
Graham Hand | 25 May 2023
The cost of not backing the big market winners
Funds
The cost of not backing the big market winners
When large companies make big moves, the funds which do not hold them are destined to deliver underperformance relative to their...
Graham Hand | 25 May 2023
What investors should look for in a fund manager
Funds
What investors should look for in a fund manager
We outline what we believe investors should look for in a fund manager and examine the differing funds management models in Australia.
Michael Malseed | 23 May 2023
The big edge individual investors have over fund managers
Personal Finance
The big edge individual investors have over fund managers
Fund managers may have more staff, more information, and more access to companies, yet individual investors have one, big advantage over them.
James Gruber | 25 April 2023
Manager profile: A growth fund without tech stocks?
Funds
Manager profile: A growth fund without tech stocks?
Highly unorthodox moves that worked for this highly regarded manager.
Gregg Wolper | 13 April 2023
3 ASX stocks fund managers are buying
Stocks
3 ASX stocks fund managers are buying
A rail freight operator, an insurance provider, and a data centre operator were among the notable purchases by Morningstar-rated fund managers...
Joshua Peach | 23 March 2023