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Haywood Kelly

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  1. 3 Ways to Use Market Valuation Data


    Tue, 16 Jun 2015

    determine which market segments to tilt toward and which to pull back from. And as Morningstar's head of global research Haywood Kelly pointed out in an article on the risk of timing in investing , even if valuation considerations only influence your

  2. Understanding the Rise Of China


    Wed, 27 Nov 2013

    composed of myself, associate director of fund analysis Scott Berry, director of fund research Russel Kinnel, and Haywood Kelly , Morningstar's chief of securities analysis. Picks vs. Stars As the preceding makes clear, our Analyst Picks

  3. Do Public Companies Underinvest?


    Wed, 17 Jul 2013

    The motivation to underinvest is present. As are the presumed penalties for those who do not. (Morningstar's Haywood Kelly , senior vice president of equity and credit research, puts the matter directly: "Managers who want to avoid short

  4. Return on Invested Capital (ROIC)


    Wed, 9 Mar 2011

    profit after taxes) as the numerator, which is also how Pat Dorsey defines it in the "Five Rules" book (p.95). Haywood Kelly uses a slightly different variant here , but it's a decent proxy for NOPAT. Many other big-name folks in the industry

  5. What Makes a Fund an Analyst Pick?


    Thu, 18 Nov 2004

    recommendations for picks in the category to a four-member committee that consists of director of securities analysis Haywood Kelly , director of fund research Russ Kinnel, associate director of fund analysis Christine Benz, and myself. We vet

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