Aligning Interests
Boutique buys businesses run by managers who have skin in the game.
Advisor Insights
Mentioned: Brookfield Asset Management Inc (BAM.A)
, Lululemon Athletica Inc (LULU)
, Facebook Inc (FB)
, Alphabet Inc (GOOG)
, Liberty Broadband Corp (LBRDA)
, Principal MidCap Institutional (PCBIX)
, Amazon.com Inc (AMZN)
, American Tower Corp (AMT)
, TJX Companies Inc (TJX)
, Costco Wholesale Corp (COST)
In every issue, Undiscovered Manager profiles a noteworthy strategy that hasn’t yet been rated by Morningstar Research Services’ manager research group.
Tucked within Principal Global Investors, which runs more than $450 billion of assets as part of Fortune 500 company Principal, is equity boutique Aligned Investors. There, chief investment officer Bill Nolin and director of research Tom Rozycki oversee a $22 billion portion.
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Laura Lallos has a position in the following securities mentioned above: AMZN, BRK.B, FB. Find out about Morningstar’s editorial policies.