Morningstar Advisor - Fall 2008 - (Page 10)

Contributors Greg Carlson Greg Carlson has written about the mutual fund industry for 11 years, including a stint at Mutual Funds magazine. He’s been a Morningstar fund analyst for five years and covers moderate- and conservativeallocation funds and target-date funds. He is also the editor of Morningstar’s American Fund Family Report, so he has kept a keen eye on the dramatic asset growth taking place at American Funds in recent years. “They’ve handled it by adding more managers to the funds,” Carlson says. “I began to wonder if those managers would eventually have to buy more and more of the same stocks.” His research, which appears on page 30 (“Conformity Becomes a Growing Concern at American Funds”), supported his instincts— that adding managers to funds eventually may weigh on returns. Christopher Davis When interviewing mutual fund managers for their reports, Morningstar analysts rarely have to venture beyond asking questions about the manager’s strategy and how his or her portfolio is positioned. In writing the Undiscovered Manager profile of Kevin O’Boyle (“Keeping Little Company,” page 54), analyst Christopher Davis wasn’t sure if he could get O’Boyle to open up. “I wasn’t sure I would be able to get beneath the surface and find out what makes him tick,” Davis says. “But fortunately, Kevin O’Boyle was an open book.” Davis has been a fund analyst at Morningstar since 2000 and is the editor of Morningstar’s Fidelity Fund Family Report. Mark W. Tatge Mark Tatge, who writes the lead article in this issue’s Spotlight section (“Gimme Shelter,” page 36), spent three decades as an investigative editor and reporter before joining the Ohio University’s EW Scripps School of Journalism, where he teaches business, communications law, advanced online reporting, and media management courses. Tatge was most recently Forbes’ Midwest bureau chief and senior editor, writing for the magazine and Forbes.com while appearing on Forbes on Fox. He is a frequent financial commentator on CNBC, MSNBC, CNN, FOX, and PBS stations. Otto Steininger This issue’s illustrator is New York-based artist Otto Steininger. He has worked for The New York Times, The New Yorker, The Wall Street Journal, Businessweek, and many other publications throughout the United States, Europe, and Canada. He has also designed two watches for Swatch, a book on rubber, and a campaign for Nike, and has created several animated TV spots. One of his more unusual jobs was a two-month stay with the United Nations’ mission in East Timor to design posters, murals, and other graphics as the country was gearing up to its first democratic elections. 10 Morningstar Advisor Fall 2008 http://www.Forbes.com

Table of Contents Feed for the Digital Edition of Morningstar Advisor - Fall 2008

Morningstar Advisor - Fall 2008 Contents New on MorningstarAdvisor.com Letter from the Editor Contributors Inbox Are You Preparing for Higher Taxes? State of Financials Oracles of Alabama Investment Briefs Managers’ Investment Secrets Revealed Conformity Becomes a Growing Concern at American Gimme Shelter Location, Location, Location Rooted in Buffett, Going for Growth Keeping Little Company Away from the Numbers Consumer Confidence What about Natural Gas? TIPS to Beat Back Inflation Investing in Hidden Assets Funds That Have an Edge Come Tax Time Mutual Fund Analyst Picks 50 Most Popular Equity ETFs Undervalued Stocks Most Popular Variable Annuities New at Morningstar One for You, 19 for Me

Morningstar Advisor - Fall 2008

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