My Notes From the Morningstar Investment Conference


Last week, I attended Morningstar’s annual Investment Conference. Attended primarily by financial advisers, the conference is notable for both its size and its mutual fund focus (as many of the speakers work for mutual fund companies). This week, I’ll share some of my notes and observations. In future issues of the AAII Journal, there will be transcripts of interviews with managers of a top-performing large-cap fund and of a frontier markets fund.

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