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Samuel Lee

Samuel Lee is a strategist covering passive strategies on Morningstar's manager research team and editor of Morningstar ETFInvestor, a monthly investment newsletter. Click here for a free issue. Follow Sam on Twitter: @mstarslee. Prior to becoming editor, Lee was a fund analyst on Morningstar’s passive funds research team, where he covered alternative, dividend, and actively managed ETFs and performed quantitative modeling of ETF strategies.

Lee joined Morningstar in 2008 as a data analyst, where he evaluated ways to measure and improve the firm’s data quality.

Lee holds a bachelor’s degree in economics, with honors, from Grinnell College.


A cheap, rules-based, quantitative approach that minimizes behavioral biases is a better bet over time than overly complex strategies, says Alpha Architect founder and Drexel professor Wes Gray.