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Fund Spy

Manager Question of the Month: What’s the Biggest Risk Factor?

Valuations and the effect of loose monetary policy on asset prices and capital allocation are top of mind for some equity managers.

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Each month Morningstar manager research analysts speak with dozens of portfolio managers. The main purpose of these interviews is to inform our annual coverage and rating of more than 2,200 strategies in the United States and even more globally. Each time we speak with a manager we revisit their team, process, and any portfolio changes they have made, while also touching on performance.

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Kevin McDevitt does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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