Why MOATs matter: Morningstars tilgang til at få dine penge til at vokse
Det er ikke let at time markederne, så derfor kan det være en smart løsning at få din portefølje professionelt forvaltet. En forvaltet portefølje betyder, at du kan øge din formue ved at overlade arbejdet til eksperterne, så de investerer for dig på tværs af sektorer og lande – direkte på din konto.
Netop dette fortæller Mark Preskett, porteføljemanager og Mark Murray, senior investeringsanalytiker i Morningstar Investment Management, mere om på dette webinar, hvor de giver et indblik i Saxo Morningstars MOAT- og High Dividend-porteføljer, som begge er en del af vores produkter gennem SaxoSelect. Derudover vil de undersøge, hvordan Morningstars berømte MOAT-koncept fungerer, og se på, hvordan High Dividend-porteføljen klarer sig bedre end markedet med et attraktivt udbytte på 6 pct.
*Bemærk, at dette webinar foregår på engelsk.
Agenda
- Introduktion til Morningstar Investment Management
- Økonomisk MOAT - investering i kvalitetsaktier til den rigtige pris
- Saxo Morningstar MOAT-portefølje - investeringsfilosofi, metodologi, risikostyring
- Saxo Morningstar MOAT- og High Dividend-porteføljens resultater
Mark Preskett is a Senior Portfolio Manager for Morningstar Investment Management EMEA. He serves as lead portfolio manager for the Morningstar Active Managed Portfolios, Morningstar Governed Managed Portfolios, Morningstar International Managed Portfolios and the group’s direct equity solutions, the Morningstar Moat Portfolios. He chairs the EMEA Investment Selection sub-Committee and is head of EMEA’s Fixed Income Research team. Mark has over 15 years investment experience, joining Morningstar Investment Management in 2011 from AIG Life. There he worked as an investment analyst on the group’s unit-linked multi-asset portfolio range. Mark holds a BA in Politics from UWE, Bristol, the Chartered Financial Analyst designation and the Investment Management Certificate (IMC).
Mark Murray is a Senior Investment Analyst for Morningstar’s Investment Management group in the EMEA region. Previously he worked for Tatton Asset Management specialising in U.K. small cap equity research. Mark holds a Bachelors degree in Politics from the University of Southampton and a Master’s degree in Politics from the London School of Economics. He also holds the Chartered Financial Analyst designation and the Investment Management Certificate (IMC).