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Stock Strategist

The Most Recent All-Star Fund Managers' Picks

Third-quarter letters focus on market turmoil--and buying opportunities.

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Mutual funds are required to disclose their holdings each quarter, and many fund managers take the time to write their thoughts about their funds and the market in general. We love to read these informative pieces--not only for the general market themes, but also for tidbits on where these professionals are investing their dollars. Although the topics of the letters can sometimes go out-of-date quickly, the lessons they teach are usually timeless and can be applied in all sorts of market settings.

This quarter, we read 10 fund manager letters from managers who proclaim a similar investment style as our own. Following the teachings of Ben Graham and Warren Buffett, these investors are long-term holders of companies trading at discounts to their long-term intrinsic values. While managers talk about recent results by necessity, every single one reminds their fundholders that a long-term view is the key to success for investing in the stock market.

Jaime Peters does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.