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Investing Specialists

Our Ultimate Stock-Pickers' Top 10 High-Conviction and New-Money Purchases

The financial services and technology sectors each contributed three names to the high-conviction purchases list, and industrials contributed four to the new-money purchases list.

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For the past nine years, our primary goal with the Ultimate Stock-Pickers concept has been to uncover investment ideas that reflect the most recent transactions of our grouping of top investment managers in a timely enough manner for investors to get some value from them. In cross-checking the most current valuation work and opinions of Morningstar's own cadre of stock analysts against the actions of some of the best equity managers in the business, we hope to uncover a few good ideas each quarter that investors can dig into a bit deeper to see if they warrant an investment. 

With 22 out of our 26 Ultimate Stock-Pickers having reported their holdings for the fourth quarter of 2018, we now have a good sense of what stocks piqued their interest during the period. We should note that we will likely not be able to effectively gather data for one of our Ultimate Stock-Pickers,  Boston Partners All Cap Value (BPAIX), this quarter due to a change in its reporting structure.

The Morningstar Ultimate Stock-Pickers Team has a position in the following securities mentioned above: MSFT. Find out about Morningstar’s editorial policies.