Several funds dive into financial services and undervalued healthcare stocks.
We find several actionable ideas that yield more than the S&P 500.
Six of the top 10 conviction purchases are undervalued.
Several funds dive into undervalued energy, industrials, and technology stocks.
Large-cap value strategies shine after equity market shock in late 2018.
We see opportunity within the consumer cyclical sector.
Our managers continued to find names to put new money to work during the first quarter even as equity markets reached new highs.
Seven of the top 10 dividend-yielding names are undervalued.
The most compelling story on the conviction holdings list of our top managers is narrow-moat rated Apple.
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.
Large-cap growth and large-cap value strategies maintain gains above index, market is undervalued.
Stock-pickers find value in times of volatility and continue to purchase and hold high-quality names.
New-money purchases in technology and consumer goods, and Berkshire finds value in the financial sector.
Our roster of top managers is finding value in these higher-yielding stocks.
In aggregate, our roster of top investment managers is looking more and more like the S&P 500.
Several funds take a dive into GE as industrials receive some attention this quarter along with General Motors.
Large cap growth strategies make a comeback in 2017; three new names caught our eye this quarter.
The first part of 2018 saw buying conviction pick up, with buying activity among several key names.
We uncovered two undervalued stocks that multiple top managers were buying earlier this year.
Our top managers' high-quality dividend stocks reveal some new names worth highlighting.
Activity levels have picked up amidst rising valuations and interest rates in the new year.
Passive inflows continue to make for a difficult stock-picking environment.
While healthcare names continue to present opportunities, our lists revealed names from other sectors that may be compelling.
Conservatism remained the name of the game in the most recent period, as valuations still look stretched to our top managers.
This period saw the return of our top managers into household, blue-chip names.
Our top managers' high-quality dividend stocks mirror some of their high-conviction purchases or holdings
Conservatism remained the name of the game in the most recent period because, to our managers, valuations still look stretched.
Our top managers are turning over more rocks in search for buried treasure.
While Healthcare names continue to present opportunities, our lists revealed names from other sectors that may be compelling.
While our top managers were once again net sellers during the period, they still made some bullish consumer cyclical bets.
Our early read on the buying and selling activity of our top managers uncovered a few ideas worth considering.
We take a closer look at four high-quality healthcare firms with solid dividend yields.
Trading activity picked up, but our top managers remained net sellers in the fourth quarter as they maintained a cautious stance toward the market.
While overall activity for our top managers decreased again, our early read on the buying and selling activity during the period did uncover a few ideas worth considering.
Relatively weak performance from the healthcare sector has created opportunities for long-term investors to consider.
Wide-moat rated MasterCard replaces Bank of America on the list of top 10 conviction holdings.
While overall activity for our managers decreased again, we did uncover a few ideas worth considering.
Our top managers' focus on high-quality dividend-paying stocks remains pertinent as yield is difficult to find in a period of historically low interest rates.
Our top managers were net sellers during the most recent period but still found several names worth buying.
While there was much less conviction buying during the second quarter, our top managers did find a few nuggets.
Ahead of our conversation with Stephen Yacktman, Dennis Lynch, and Michael Keller at the Morningstar Investment Conference, we examine their top holdings and where they are putting money to work today.
The volatility brought on by concerns over global economic growth in the first quarter presented our top managers with both buying and selling opportunities.
Top money managers found more places to invest in the first-quarter as market movements opened opportunities in high-quality names.
These firms are both trading at a significant discount to their fair value estimates and offer a solid dividend yield.
Ahead of the sell-off, top managers were cautious in adding to positions and continued to sell fully valued, flawed, or more liquid securities to meet redemption requests.
Before the market turmoil of 2016, buying activity remained low, but these top managers did put some money to work in firms with defensible economic moats.
While the downturn in the equity markets in the back half of 2015 has been detrimental to our top managers' year-to-date performance it has also uncovered a handful of best ideas for the year ahead.
The downturn in the global equity markets provided our top managers with the opportunity to add to existing holdings and make new-money purchases.