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Shannon Zimmerman

Shannon Zimmerman

Shannon Zimmerman is a director, manager selection, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He is responsible for manager assessment and selection, as well as portfolio construction.

Zimmerman has over 20 years of investment industry experience. He initially joined Morningstar in 2002 as a fund analyst. Prior to rejoining the firm, he worked for The Motley Fool as a senior analyst, advisor, and portfolio manager from 2004 through 2010. Prior to his current role, Zimmerman served as associate director of active strategies research and director of training for Morningstar’s manager research team. He covered domestic- and international-equity strategies and served as the lead analyst for the Oakmark, ClearBridge, and John Hancock fund families. He also oversaw the manager research analyst training program.

Zimmerman holds a bachelor’s degree from Rollins College and a doctorate from the University of Georgia.


Contrary to a decade ago, investors are seeking dividends from big-name tech firms, and Apple's payout makes the stock attractive for those who want both income and value, says ClearBridge's Michael Clarfeld.

Lower cyclical demand and strong emerging-markets potential allow the oil industry to stand out from other commodities, and ExxonMobil is the sector's best, says ClearBridge's Michael Clarfeld.

Despite fears of a dividend bubble, companies with long-term dividend-growth potential of 7%-9% per year remain very attractively valued, according to ClearBridge's Michael Clarfeld.

Investors should appreciate the risk trade-off, the effects of inflation, and the value that a fund manager can add in certain higher-yielding assets, says Morningstar's Shannon Zimmerman.

Investors have been wary of the notion that just following a strong trend can outperform a value analysis, which is one of the reasons momentum investing still works, says Leuthold's Doug Ramsey.

Biotech companies addressing unmet medical needs with novel treatments can be a great source of growth in a slow-growth environment, says Evan Bauman of Legg Mason ClearBridge.

Health care, energy, and tech--where the big companies have the cash, and the mid- and small companies have a lot of growth--are ripe for continued M&A activity, says Legg Mason ClearBridge's Evan Bauman.