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  • Moat Investing

    April 29, 2021

    Efficient Scale: Moats with Natural Monopoly

    by Brandon Rakszawski, Senior ETF Product Manager

    Companies that benefit from efficient scale operate in a market that may only support one or a few competitors, which limits competitive pressures.

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    Moat Investing

    April 27, 2021

    Moat Stock Selection Drowns Out Factors

    by Brandon Rakszawski, Senior ETF Product Manager

    The Morningstar Wide Moat Focus Index has faced modest headwinds from factor risk exposure since its inception, but favorable stock selection remains the dominant driver of relative outperformance versus the broad U.S. equity market.

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    Moat Investing

    April 06, 2021

    Moat Index Delivers Strong Q1 Off Value Moves

    by Brandon Rakszawski, Senior ETF Product Manager

    The Morningstar® Wide Moat Focus IndexSM(the “Moat Index” or “Index”) completed its quarterly review on March 22, 2021. This review was awfully different than its review one year ago.

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    Moat Investing

    March 08, 2021

    Banking on Banks Paid Off for Moat Index

    by Brandon Rakszawski, Senior ETF Product Manager

    The Morningstar Wide Moat Focus Index’s increase in exposure to large banks and brokerages in March 2020 has paid off. They comprised four of the top five contributors to performance last month.

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