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David Kathman

David Kathman, CFA, Ph.D., is a senior manager research analyst for Morningstar.

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These diversified funds have gone all-in on energy stocks, and that has (mostly) given them a boost in 2021.

These funds hold some of the same stocks as the Oracle of Omaha and tend to have similar investment philosophies.

More About David Kathman

David Kathman, CFA, Ph.D., is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He focuses on a variety of domestic large-, mid-, and small-cap equity strategies and is the team's lead analyst for the Cohen & Steers, Amana, Eventide, Ave Maria, Amana, DF Dent, and Jackson Square fund families. He is also the team's specialist in real estate and sector funds and is an expert in socially responsible and faith-based funds. He joined Morningstar in 1998 as an equity analyst.

Kathman holds a bachelor's and master's degrees in linguistics from Michigan State University and a doctorate in linguistics from the University of Chicago. He also holds the Chartered Financial Analyst® designation.

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