A Guide to Using Valuation-Driven Investing to Help Your Clients

In a market environment where prospective returns are low, valuation-driven investing can be a consistent source of superior returns. Here's how you can discuss our approach with your clients.

In this report, you will learn how to:
  • Approach portfolio strategy when diversification isn’t enough
  • Avoid some of the most common value "traps"
  • Keep your strategies productive and invest with a margin of safety

Morningstar Investment Management LLC is a registered investment adviser and subsidiary of Morningstar, Inc. The Morningstar name and logo are registered marks of Morningstar, Inc. Opinions expressed are subject to change without notice. Morningstar Investment Management shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions or their use. This commentary is for informational purposes only. The information, data, analyses, and opinions presented herein do not constitute investment advice, are provided solely for informational purposes and therefore are not an offer to buy or sell a security. Before making any investment decision, please consider consulting a financial or tax professional regarding your unique situation.


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