Morningstar - Q4 2021 - 66
Investors
Accounting for Disruption
Two renowned stock-pickers take change
in stride.
Morningstar Conversation
72 Bubble or Boom?
Undiscovered Manager
78 Change Agent
Sector Rap
82 Demand for Electric Vehicles Accelerates
User Profile
86
Finding Her Mission
Laura Lallos
MORNINGSTAR CONVERSATION
Disruptive change has gotten a lot of
attention lately, as innovative companies have
reshaped industries, posted impressive
returns, and commanded lofty valuations. But it's
not a new concept for the best bottom-up
investors, who are used to incorporating change
into their analysis.
At the Morningstar Investment Conference
in Chicago this September, Katie Reichart, director
of equity strategies at Morningstar Research
Services LLC, moderated a conversation on the
topic between two former Morningstar
Fund Manager of the Year winners: Bill Nygren,
chief investment officer for U.S. equities
at Harris Associates, and Dennis Lynch, head of
Counterpoint Global at Morgan Stanley
Investment Management, who joined the
conversation remotely.
Katie Reichart moderates a discussion with Dennis Lynch
and Bill Nygren on the main stage of the Morningstar
Investment Conference.
66
Morningstar Q4 2021
https://www.morningstar.com/authors/44/laura-lallos
https://www.morningstar.com/authors/837/katie-rushkewicz-reichart
Morningstar - Q4 2021
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Contents
Morningstar - Q4 2021 - Cover1
Morningstar - Q4 2021 - Cover2
Morningstar - Q4 2021 - 1
Morningstar - Q4 2021 - 2
Morningstar - Q4 2021 - Contents
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Morningstar - Q4 2021 - Cover3
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