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  • Wealth

26 June 2024 | 2:10 PM - 3:00 PM

Portfolio Spotlight: Strategies That Meet the Moment

This moderated panel features managers from two of Morningstar Wealth’s well-loved strategies, the Active/Passive Asset Allocation Portfolio and Hare Select Equity SMA. You’ll learn how these strategies can be used to meet some of today’s most common investment needs, including our investment approach, what makes them stand out from the field, and key drivers of performance

Speakers

Equity Portfolio Manager, Select Equities

Grady Burkett

Equity Portfolio Manager, Select Equities
Morningstar Wealth
Portfolio Manager

Gareth Lyons

Portfolio Manager
Morningstar Wealth
Portfolio Specialist

Carolyn Szaflik

Portfolio Specialist
Morningstar Wealth