Skip to Content

Andrew Daniels

Andrew Daniels, CFA, CAIA, is associate director of equity strategies for Morningstar.

More From Andrew Daniels

Can A Giant Small-Cap Global Fund Succeed?

American Funds Smallcap World may be big, but its deep management team, low fees, and respectable long-term results earn it a Bronze rating.

Funds That Go Moatless

Price discipline can offset some of the risks of investing in no-moat firms.

A Rating Upgrade as Legg Mason Mends

We've raised Legg's Parent rating to Positive from Neutral following improvements to its affiliate portfolio, but challenges do remain.

More About Andrew Daniels

Andrew Daniels, CFA, CAIA, is associate director of equity strategies for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He helps oversee Morningstar’s U.S.-based equity strategies team and is responsible for qualitative research on prominent equity strategies, including those offered by Harris Associates and Artisan Partners.

From 2018-21, Daniels was based in Morningstar’s Hong Kong office, conducting qualitative research on global emerging-markets and Asia-Pacific equity strategies, in addition to helping on the delivery of manager research services in the region.

Before joining Morningstar in 2015, Daniels worked in corporate finance for Caterpillar and in portfolio management for Evanston Advisors.

Daniels holds bachelor's degrees in finance, economics, and marketing from the University of Iowa, where he graduated with distinction. He also earned a Master of Business Administration from the University of Chicago Booth School of Business. Daniels holds the Chartered Financial Analyst® designation and the Chartered Alternative Investment Analyst® designation. He is also a Certified Management Accountant.

Sponsor Center