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.
View PortfoliosOur Select Equity Portfolios share these key elements:
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
We believe companies with sustainable competitive advantages, or moats, should be able to defend or grow their market position over time.*
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.
Learn More About Select Equity
Resources and insights to help you understand our portfolios and the markets they invest in.
Direct Indexing Portfolios
A personalized, tax managed, and values-based investment option that seeks to provide greater choice and flexibility for your clients and practice.
Core Beta Portfolios Provide Personalized Broad Market Exposure
Design equity exposure that meets the unique needs of your investors.
Sustainability Portfolios Align Client Values with Investments
Socially conscious strategies powered by industry-leading ESG data.