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Morningstar Ownership Lens: Ownership Alpha for Stock Selection

Kathryn Wing, Neelotpal Shukla

Oct 22, 2021

The Ownership Lens is an innovative way to leverage Morningstar's vast holdings database to highlight manager-ownership characteristics and patterns. We have extended the original methodology by introducing the concept of a coverage and estimation universe, which allows more flexibility to identify which funds are used to define the attribute of ownership. In this paper, we evaluate the use of the Ownership Lens as a tool for stock selection and test the efficacy of Ownership Alpha as a risk factor.

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