Morningstar's wide moats, gold star managed funds and the global research process, with Mark Lamonica

Mark Lamonica, CFA is an investor, financial educator and the Director of Product Management, Individual Investor at Morningstar. In this episode of The Australian Investors Podcast, Mark and I -- Owen Rask -- go into great detail to discover how the Morningstar research methodologies are used to rate fund managers, determine company moat ratings and assign star ratings to stocks.

If you love hunting for the best companies or just want to know how to research a managed fund or ETF, this is the episode for you!

• Get Morningstar Investor for just $365!
• ASK A QUESTION HERE
• Join ASA for just $49 and stand up for your rights
• Join Owen's Rask Core 🌏 – $9.99 per month
• Get financial planning advice
• Owen’s FREE investor BootCamp (Google Doc)

Owen's full investor curriculum

Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

J.P. Morgan Asset Management

If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

Join The Intelligent Investor & save

This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

📈 Click here for a free 15-day trial

💸 Click here to join today ($100 off)

Trade ASX, US & HK stocks for just $9.50!

The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

✅ Click here to join SelfWealth

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices