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Morningstar Investment Conference: Finding Value In Fallen Angels

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Rupert Hargreaves
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A session at this year’s Morningstar Investment Conference, which took place on the 16th and 17th of September, titled “A High-Yield State of Mind,” considered where investors could find income in the current market.

Q2 2020 hedge fund letters, conferences and more

Angels

The panelists included Bryan Krug of Artisan Funds, Harley Lank of Fidelity Investments, Elaine Stokes of Loomis Sayles and Co and Morningstar’s Brian Moriarty moderated it.

One of the most interesting topics discussed in the session was the state of the high yield market compared to the investment grade universe.

Specifically, the panel was asked if they thought that the gap between the triple B double B part of the...

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha