Christopher Davis
Christopher Davis is senior manager research analyst for Morningstar.
Latest
Ivy Small Cap Core Placed Under Review After Fee Cuts
Ivy Small Cap Growth to Absorb Ivy Microcap Growth, Minimal Impact Expected
A Name Change Doesn't Impact DWS Core Equity's Morningstar Analyst Rating
Ivy Small Cap Core Loses Comanager, Lead Manager Remains
Scaramucci Returns as SkyBridge Sale Falls Through; Neutral Parent Rating Unchanged
Invesco Names Devin Armstrong as Co-Lead Manager of Invesco Comstock
Invesco Names Marty Steinik as Comanager of Invesco Global Core Equity
AllianzGI Global Small-Cap Boosts Resources After 2017 Departures
SEC Fines Gemini Fund Services, the Administrator for Eventide Health & Life Sciences
3 Unloved Categories to Buy This Year
With the heaviest outflows last year, large growth, large value, and mid value could be tomorrow's winners.
Buy the Unloved
Buying what others have been selling is a winning strategy.
An Effective Approach to Healthcare Investing
Silver-rated Fidelity Select Health Care skillfully blends steady growers, fast-growing established firms with focused product lines, and emerging companies with innovative products.
Small Caps: The Easy Game for Active Managers?
The odds may be better for small-cap managers, but they're still long.
Good Bets for a Rebound
The tech rally and value slump have been headwinds for these Morningstar Medalists, but don't count them out.
Active Management 2.0
The popularity of strategic-beta strategies risks dooming these funds to underperformance.
Apple's Recent Price Drop No Surprise
The decrease in the tech giant's shares are no cause for concern, says Fidelity manager Sonu Kalra, who suggests looking at past correlations between Apple's price movement and product cycles.
How Highly Does Fidelity Rate?
A look at the hits and misses in Fidelity's lineup.
Star Vanguard Health Care Manager to Retire
Vanguard Health Care manager to step down.
Has This Fidelity Fund Lost Its Luster?
An evolving strategy and high volatility dent this option's appeal.
Brown: Treasuries Safe Haven for Long Term
Fidelity manager Bob Brown says the European financial crisis will take years to resolve and that a continuing flight to quality will allow U.S. government bonds to sustain their value.
Where to Find Yield Without Losing Your Shirt
Amid fears of long-term global systemic risk, investors are seeking to park cash in conservative vehicles that offer wealth preservation, income generation, and limited NAV volatility, says Fidelity's Bob Brown.
Rogers: Sports-Related Stocks a Score
Ariel's John Rogers discusses recent opportunity in Madison Square Garden and International Speedway, as well as the firm's analytical adjustments in the wake of the financial crisis.
Can Buffettology Succeed at Fidelity?
Fidelity is known for growth investing, but two up-and-coming managers invoke value investing legend Warren Buffett.
Can Fidelity Build a Better Value Shop?
Better known for a sprawling suite of growth funds, Fidelity finally adds muscle to its value lineup.
A Two-Pronged Approach to Investing in European Stocks
FPA's Eric Bokota discusses his recipe for finding value in Europe for his new fund as well as why he's cautious of putting money into Asian names.
Feingold: Magellan's Size Can Be an Asset
Magellan's large asset base gives the fund the ability to find growth stocks across the market-cap spectrum, says new manager Jeff Feingold.
Three Great Funds for Dividend Yield
You may have to moderate your expectations for dividend payers, but these offerings remain sound long-term options.
Is It Too Late to Jump on the Dividend Bandwagon?
Fund managers say dividend-paying stocks became a "crowded trade" in 2011, but they still have long-term appeal.
The End of the Star Manager at Fidelity?
The firm that gave birth to the celebrity manager takes a new tack.
Can a New Shop Recapture Old Magic?
RiverPark's founders apply the lessons they learned at Baron Capital to their own slate of funds.
Fidelity Gives Magellan Manager the Boot
After a spate of terrible performance, Fidelity finally hangs up on Harry Lange.
U.S. Downgrade Making Euro Crisis Harder to Solve
Fidelity's William Kennedy believes that fears of a debt downgrade are behind European leaders' timid response to the sovereign crisis.
Fidelity Star Manager to Take Short Leave
Fidelity Low-Priced Stock's Tillinghast plans fourth-quarter leave.
Fidelity's Experience Proves Bigger Doesn't Mean Better
It's not for lack of effort that the Boston behemoth's culture is just average.
Is 'Sludge' Slowing Down Your Fund Firm?
Focus Consulting Group's Jim Ware discusses the corporate culture that lets some fund firms thrive while others lose ground.
The Best and Worst Fidelity Sector Funds
Fidelity's supporting cast can deliver--sometimes.
Are Fidelity Managers Active Enough?
Separating the most active managers from the index-huggers.
A Ticket to Success for Fidelity Investors
Funds in yesterday's unloved categories may be tomorrow's winners.
Put Your 'Mad Money' to Work--Safely
How to speculate without losing your shirt.
Three Tips to Make Your 401(k) Work for You
No, the 401(k) doesn't doom you to a substandard retirement.
There's More to Investing Than Yield
Focusing too closely on income could leave you poorer in the end.
Lessons from the Lost Decade in Stocks
What investors should learn from 10 years of weak returns.
Are Fidelity's Small-Cap Funds Too Bloated?
Fidelity's problem may not be the size of its small-cap funds but the girth of its larger siblings.
Lessons from Fidelity's Freedom Funds
Despite thoughtfully conceived glide paths, the Freedom portfolios themselves are mostly a lesson in what investors shouldn't do on their own.
Rooting Out Value Across the Capital Structure
Manager of the Decade nominee Steve Romick of FPA Crescent on the fund's debt investments amid the crisis and finding opportunity in energy and health-care names today.
Don't Fly Blind When Investing for Retirement
Even when it's tough to do your homework, you can be a well-informed investor.
Avoid These Three Investment Mistakes
A growing field of study can save you from your worst instincts.
Three Tips to Make Your 401(k) Work for You
No, the 401(k) doesn't doom you to a substandard retirement.
Put Your 'Mad Money' to Work--Safely
How to speculate without losing your shirt.