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Samuel Lee

Samuel Lee is a strategist covering passive strategies on Morningstar's manager research team and editor of Morningstar ETFInvestor, a monthly investment newsletter. Click here for a free issue. Follow Sam on Twitter: @mstarslee. Prior to becoming editor, Lee was a fund analyst on Morningstar’s passive funds research team, where he covered alternative, dividend, and actively managed ETFs and performed quantitative modeling of ETF strategies.

Lee joined Morningstar in 2008 as a data analyst, where he evaluated ways to measure and improve the firm’s data quality.

Lee holds a bachelor’s degree in economics, with honors, from Grinnell College.


Why most back-tested performance histories are bunk, and how you can identify the ones that probably aren't.

PIMCO's Enhanced Short Maturity ETF has taken the top spot in the ranks of active ETFs from its sibling, PIMCO Total Return ETF, as investors have looked to reduce interest-rate risk.