Stock Picker Fund Managers for a Success in a Flat Market

Picking out undervalued stocks is the hold grail of investing - get just a couple of bets right in a portfolio and you add serious alpha. We reveal who the best in the game are

Emma Wall 4 November, 2015 | 3:00PM

What if you could identify the best stock pickers? The fund managers who really earn their fee? Well guess what – you can. Or rather, Morningstar fund analysts can. Research reveals that the funds Morningstar Analysts rate Gold outperform their peers by 69% over an average five year rolling period.

The post-recession period of rapidly rallying markets is over – US and UK equities have been flat over the past 12 months. Finding value in these choppy sideways moving markets requires seasoned stock pickers, those managers who can deliver despite the challenging fundamentals.

Using the Morningstar Fund Screener, we have identified three funds that are Gold Rated, and have done well over the past year when market conditions have been challenging. We have also applied a value screener – selecting value biased funds invested with a value driven style, using the Morningstar Style Box.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

About Author

Emma Wall  is former Senior International Editor for Morningstar

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