Presenting Morningstar Opportunistic Investor
Morningstar Opportunistic Investor seeks to uncover investment opportunities in no-moat stocks, deep cyclicals, arbitrage opportunities, spin-offs, bankruptcy reorganizations, and other special situations. We typically look for upside potential that is many times the downside risk, and prefer stocks with identifiable catalysts to unlock value. We will mindfully adjust our portfolio to maintain the highest possible risk-reward ratio.
The Opportunistic Investor Perspective
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About the EditorsJustin Perucki is a senior stock analyst and equities strategist. His responsibilities include the oversight and coverage of North American based oil and gas companies. He holds an undergraduate degree in finance from Miami University and received a master's degree in business administration from the University of Chicago's Booth School of Business in December 2008. He also holds the Chartered Financial Analyst (CFA) designation.
Mike Tian is an equity analyst and equities strategist for Morningstar, responsible for covering a variety of energy, infrastructure, and basic materials companies. Tian holds a bachelor's degree in finance from the University of Illinois at Urbana-Champaign. He passed Level II of the Chartered Financial Analyst (CFA) program in June 2008.
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