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Why We Rate American Funds New Perspective Highly
Despite leadership transitions, this fund remains in capable hands.
Stephen Welch, CFA, is a senior manager research analyst, equity strategies, for Morningstar.
Before joining Morningstar in 2019, Welch spent several years in proprietary trading, specializing in index option arbitrage and the futures market.
Welch holds a bachelor’s degree in computer engineering and mathematics from Vanderbilt University and a Master of Business Administration from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation.
United States