Strategizing Beyond the Mag 7 with Moat Stocks
The Morningstar Wide Moat Focus Index (the “Moat Index”) provides differentiated US large blend exposure compared to the top-heavy mega-cap exposure that currently dominates investor portfolios. This structural underweight to the so-called ‘Magnificent 7’ companies has allowed the Moat Index to diversify portfolios without sacrificing long-term relative performance, a testament to this proven moat investing philosophy.
Learn more information on current positioning, recent underperformance, and hear directly from Morningstar’s equity research team for their perspective on market trends and the companies they cover.
- Review differentiated exposure and near-term underperformance in the face of a lack of market breadth
- Recap philosophy and process behind moat investing across market caps
- Live Q&A with Morningstar’s equity research team with focus on select moat-rated companies
Webinar details
April 09, 2024
11:00 US ET
Duration 60 MIN
An on demand replay will be available immediately after the live webinar.
