Morningstar Conference 2012

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  How to Beat an Index: Invest Like a Business Owner

  By John Sullivan, AdvisorOne  |  June 24, 2012

  "We’re not going to play the loser’s game,” says David Rolfe, chief investment officer of Wedgewood Partners.

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  Jensen Fund Manager Asks One Really Important Question When Deciding to Invest

  By John Sullivan, AdvisorOne  |  June 24, 2012

  The fund's high standards lead to a "limited universe in which to shop."

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  International Small Caps Are One Crazy Ride

  By John Sullivan, AdvisorOne  |  June 23, 2012

  Advisory Research Managing Director Jonathan Brodsky focuses on the small-cap international space. Is he crazy, off-balance, a masochist, maybe?

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  Meet the ‘Southwest Airlines’ of Managed Futures

  By John Sullivan, AdvisorOne  |  June 23, 2012

  “We observe the oceans of opportunity and catch the wave,” Cole Wilcox, Longboard’s CEO, explained to AdvisorOne.

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  Small-Cap Equity, Cash Secret to Intrepid Capital Fund’s Success

  By John Sullivan, AdvisorOne  |  June 23, 2012

  Money manager Mark Travis will never be all things to all people, and that suits him just fine.

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  Does Catholic-Friendly Investing Lead to Earthly Rewards?

  By John Sullivan, AdvisorOne  |  June 23, 2012

  The Ave Maria Rising Dividend Fund is not about dividend yield in the traditional sense.

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  Top Fund Managers Reveal Investing Opportunities

  By John Sullivan, AdvisorOne  |  June 21, 2012

  Morningstar’s associate director of fund analysis hosted a panel of high-profile fund managers for the general session at the company’s annual conference in Chicago.

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  Is It Time to Panic?: Templeton’s Hasenstab

  By John Sullivan, AdvisorOne  |  June 21, 2012

  “I’d like a boring summer for a change, but it doesn’t look like it will happen,” Hasenstab says.

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  What’s Next in ETFs? Morningstar’s Burns Gives Exclusive Peek

  By John Sullivan, AdvisorOne  |  June 21, 2012

  Despite a recent promotion to mutual fund research director, Scott Burns sounds off on ETF space.