Our Best Ideas: 3 Equity Portfolio Managers Talk About Where They See Opportunity in Today's Market
Three portfolio managers at Morningstar Investment Management gathered at a symposium we hosted in Chicago on Oct. 22, 2019, to discuss their best ideas in equities. This episode gives our listeners access to that panel discussion, featuring Matt Coffina, who manages the Hare strategy, John Owens of the All-Cap and Small/Mid-Cap Equity strategies, and Dan McNeela, an equity specialist on the multi-asset team. The PMs share nuanced views on tech stocks, reiterate our thoughts on buying stocks in their initial public offerings, and discuss opportunities in international markets.
