Morningstar Select Equity Portfolios

A series of focused, separately managed account (SMA) strategies rooted in a valuation-driven investment approach and built for the long-term.

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Our Select Equity Portfolios share these key elements:

Focused Selection

Focused Selection

Our focused portfolios typically own 20–40 stocks to access our high conviction stock ideas. This approach allows us to better position the total portfolio.
Widening the Moat

Widening the Moat

We believe companies with sustainable competitive advantages, or moats, should be able to defend or grow their market position over time.*
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Quality Companies

Quality Companies

We prefer high-quality companies with durable moats, steady profits, and strong free cash flows that trade at attractive discounts to their intrinsic value.


All our portfolios are constructed with a valuation-driven approach, and we seek to get more than what we pay for.

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All-Cap Equity Portfolio

This "go anywhere" strategy seeks domestic and international stocks across the market-cap spectrum.


Want a portfolio with the flexibility to invest around the globe and across all market caps

Are looking to invest in significantly undervalued stocks that may be out of favor

Seek out deep bargains and like a contrarian approach

Large-Cap Value
Select Fixed-Income Portfolios
Select Fixed-Income Portfolios Focus on Income

Institutional access to high-quality bond portfolios.

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Asset Allocation Portfolios
Asset Allocation Portfolios Get the right mix for your core

Diversified core solutions able to match your risk tolerance.

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