Jack Shannon

More From Jack Shannon

DXYZ: This Closed-End Fund Is Not Destiny’s Child

What to know about the latest offering from this fund.

Jack Shannon Apr 18, 2024

Mutual Fund Managers Are Wrong More Than They’re Right

These managers overcame low hit rates to exceed their benchmarks.

Jack Shannon Jan 29, 2024

Betting Big on Stocks Rarely Beats Boring Investing

Plus, the outsized role of the ‘Magnificent Seven’ stocks in active fund managers’ portfolios.

Jack Shannon Jan 5, 2024

The IRS Debunks Tax Advice Shared on TikTok

Meanwhile, why a TikTok IPO could be a ‘unicorn of all unicorns.’

Ivanna Hampton Oct 6, 2023

The Best and Worst Mutual Fund Bets of the Past 25 Years

New research reveals that large single positions rarely make or break portfolio outcomes.

Jack Shannon Sep 22, 2023

How Mutual Funds Are Valuing TikTok, Twitter, and Other Private Companies

Have valuations changed in the 2023 market rally?

Jack Shannon Aug 22, 2023

Double Trouble: How the Dot-Com and Tech Bubbles Compare

A look at how investors can spot signs that funds are growing riskier.

Jack Shannon Jun 2, 2023

For Growth Managers, History Repeats Itself

How 2020 and 2021 were a virtual repeat of the tech bubble.

Jack Shannon Mar 31, 2023

3 Sector Funds Worth Considering

Look past a relatively rough 2022 for these funds.

Jack Shannon Jan 10, 2023

Mutual Funds Have a TikTok Problem

Valuations of parent company ByteDance don’t match market reality.

Jack Shannon Nov 4, 2022

U.S. and International-Equity Funds Continue Their Slide

Growth funds hold up better than their value counterparts, but year-to-date performance is still ugly.

David Carey Oct 3, 2022

How Has Private Equity Investing Fared for Mutual Funds?

Fund companies have embraced ownership of ‘unicorn companies,’ with mixed results.

Jack Shannon Sep 20, 2022

Few Places to Hide for Non-U.S. Equity Funds in Second Quarter

Value-focused and China-heavy funds fared best amid the global selloff.

Jack Shannon Jul 1, 2022

What’s Really Inside Equity ESG Portfolios?

Any stock you can think of is on the menu.

Jack Shannon Mar 17, 2022

Why Some Fund Managers Have to Bet Against Apple and Microsoft Stock

Some growth funds are holding smaller positions in mega-cap names to avoid hitting SEC limits.

Jack Shannon Feb 15, 2022

4 Sneaky-Good Sector Funds

Recent performance doesn't tell the whole story for these funds.

Jack Shannon Dec 16, 2021

Top Fund Managers Retreat From China in the Third Quarter

Morningstar Medalist funds largely sold regulation-impacted businesses.

Jack Shannon Nov 17, 2021

Top Fund Managers Largely Avoided the Market’s Biggest Winners

Outside of vaccine-makers, few owned the fastest risers since the start of 2020.

Jack Shannon Aug 27, 2021

Emerging Markets Are on the Rebound

But beware of style differences in this broad Morningstar Category.

Jack Shannon Aug 2, 2021

Medalist Managers Buy SPACs, Airlines, and Oil in 2021's First Quarter

Top managers looked ahead to a post-pandemic economy.

Jack Shannon May 21, 2021

What Top Fund Managers Bought and Sold

As 2020 screeched to a close, financials stocks were popular.

Jack Shannon Feb 19, 2021

What Top Fund Managers Are Buying and Selling

Across the board, Morningstar Medalists got defensive in the third quarter.

Jack Shannon Nov 20, 2020

More About Jack Shannon

Jack Shannon is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He focuses on actively managed equity strategies and is the lead analyst for MFS and Artisan Partners, among other firms.

Prior to joining Morningstar in 2020, Shannon worked in commercial banking and was a consultant providing subject matter expertise on complex financial litigation. Shannon holds a bachelor's degree in economics and history from James Madison University. He also holds a Master of Business Administration in investments and corporate finance from the University of Notre Dame's Mendoza College of Business.