Why MOATs matter: Morningstar's approach to growing your money

Timing the markets isn’t easy, so having your portfolio managed professionally is a smart option. A managed portfolio means you can grow your wealth hands-free, while letting the experts navigate today’s uncertain markets for you.

Join Mark Preskett, Senior Portfolio Manager, & Mark Murray, Senior Investment Analyst of Morningstar Investment Management, for an exclusive webinar, as they take an inside look at Saxo Morningstar MOAT and High Dividend portfolios, both part of our SaxoSelect offering. They will explore how Morningstar’s fabled MOAT concept works, and also look at how the High Dividend portfolio is outperforming the market with an attractive 6pct dividend yield.

Agenda

  • Introduction to Morningstar Investment Management
  • Economic MOAT – investing in quality stocks at the right price
  • Saxo Morningstar MOAT portfolio – investment philosophy, methodology, risk management
  • Saxo Morningstar MOAT and High Dividend portfolios’ performance

Speaker bios

Mark Preskett is a Senior Portfolio Manager for Morningstar Investment Management EMEA. He serves as lead portfolio manager for the Morningstar Active Managed Portfolios, Morningstar Governed Managed Portfolios, Morningstar International Managed Portfolios and the group’s direct equity solutions, the Morningstar Moat Portfolios. He chairs the EMEA Investment Selection sub-Committee and is head of EMEA’s Fixed Income Research team. Mark has over 15 years investment experience, joining Morningstar Investment Management in 2011 from AIG Life. There he worked as an investment analyst on the group’s unit-linked multi-asset portfolio range. Mark holds a BA in Politics from UWE, Bristol, the Chartered Financial Analyst designation and the Investment Management Certificate (IMC).

Mark Murray Mark Murray is a Senior Investment Analyst for Morningstar’s Investment Management group in the EMEA region. Previously he worked for Tatton Asset Management specialising in U.K. small cap equity research. Mark holds a Bachelors degree in Politics from the University of Southampton and a Master’s degree in Politics from the London School of Economics. He also holds the Chartered Financial Analyst designation and the Investment Management Certificate (IMC).

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