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Break Free From Growth Dominance

Mega-cap growth continues to be the predominant market force, making many investors overdependent on ongoing performance directly tied to the current market environment. With uncertain conditions given recent macro events, diversification and stock selection (beyond broad growth and technology exposure) could become even more critical to equity exposure.

With its focus on high quality and attractive valuations independent of style or sector, Morningstar’s wide moat investing philosophy offers investors a proven contrarian approach that, after a recent index rebalance, has increased exposure to core stocks relative to the S&P 500 Index. Hear directly from Morningstar’s equity research team for their perspective on market trends and the companies they cover. We’ll highlight recent portfolio changes, including:

  • Current portfolio characteristics, including overweight to core/blend stocks
  • New wide moat companies added to the portfolio
  • Live Q&A with Morningstar’s equity research team on select moat-rated companies

Webinar details

October 15, 2024

11:00 US ET

Duration 60 MIN

An on demand replay will be available immediately after the live webinar.