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Investing Specialists

A Deeper Look at Three of Our Top Performing Ultimate Stock-Pickers

Ahead of our conversation with Stephen Yacktman, Dennis Lynch, and Michael Keller at the Morningstar Investment Conference, we examine their top holdings and where they are putting money to work today.

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By Eric Compton | Associate Stock Analyst

Since we launched the Ultimate Stock-Pickers concept more than seven years ago, we've worked closely with our fund research group to maintain a list of managers that not only have a solid track record of investment performance, but also are more likely to generate outperformance in future periods. That's not to say that the 22 fund managers represented on our Investment Manager Roster are always outperforming, it's just that over the long run we expect them to produce better performance than the market as a whole. And as we've seen during the past decade, that has been a difficult task for most large-cap active equity managers, with 2007 being the last year that more than 50% of all large-cap managers tracked by S&P Dow Jones were beating their benchmarks.

The Morningstar Ultimate Stock-Pickers Team does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.