Donald J. Phillips, II
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Investors' Love Affair With Bond Funds Continues in February… really shown much of a preference at all for active management, and certainly--this is something that Morningstar's Don Phillips has talked about for years--there really is a challenge being placed at the feet of actively managed funds, at the feet …
preference at all for active management, and certainly--this is something that Morningstar's Don Phillips has talked about for years--there really is a challenge being placed at the feet of actively managed funds, at the feet of -
Morningstar.com's Tax-Wise Investing Week
… in time for Morningstar.com's Tax-Wise Investing Week (Feb. 13-17), Morningstar's president of fund research Don Phillips offered this choice axiom: "Control what you can: your savings rate, costs, and taxes." Though timeless, the sentiment …
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Tactical Investing: Wall Street's Next Clown Act?
… euthanizing of the Asset Allocation Fund, which practiced tactical asset allocation with disappoinging results. M*'s Don Phillips chimes in, too. Here's what he said: “It's playing to your emotions as opposed to your intellect,” says Phillips …
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Morningstar's Active/Passive Investment Week
… on the Active/Passive Divide Hear from Morningstar's Don Phillips , Russ Kinnel, and Christine Benz as they explore the pros ..... advocated, says Morningstar's president of fund research Don Phillips . The Odds Favor Index Investors A low-cost index portfolio …
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Indexing Extremists
It's time for the leaders of the index movement to step up and reclaim the intellectual honesty that their early supporters advocated, says Morningstar's president of fund research Don Phillips .
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Berkowitz on the Merits of Cisco, Bank Regs, and MoreIn Part 3 of a Morningstar Conference interview with Don Phillips , the Fairholme manager discusses Cisco's 'essential' equipment, the MBIA-BofA litigation, his stake in China's insurance industry, the role of concentration in the fund, and more.
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Berkowitz on His Conviction in Financials and St. JoeIn Part 2 of a Morningstar Conference interview with Don Phillips , the Fairholme manager makes his case for Bank of America, Goldman Sachs, as well as Sears Holding and the controversial Florida real estate company.
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Berkowitz: Ignoring the Crowd Is Painful, But It WorksThis video is an exclusive benefit of your Morningstar.com Premium Membership. Don Phillips : I know that a lot of you were super-excited about this conversation we're having at lunch. People keep coming up to me saying …
This video is an exclusive benefit of your Morningstar.com Premium Membership. Don Phillips : I know that a lot of you were super-excited about this conversation we're having at lunch. People keep coming up to me -
Income vs.Total Return: Who Says You Need to Take Sides?
… investment absolutists have the potential to derail productive investment debate. Morningstar's president of fund research, Don Phillips , has discussed this phenomenon in the realm of indexing versus active fund management, writing that extremists on either …
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A Closer Look at a Trio of Cellar-Dwellers
… many shareholders to withdraw their money . (To hear manager Bruce Berkowitz's recent discussion with Morningstar's Don Phillips , click here .) But Fairholme isn't the only fund enduring a painful 2011. Some others haven't drawn as much attention …