Quant Concepts: How to invest in familiar names

Investing in known names brings a sense of comfort - here's how to create a screen for them - Morningstar CPMS' Emily Halverson-Duncan takes a U.S. dividend approach

Emily Halverson-Duncan 7 June, 2019 | 8:48AM

 

 

Emily Halverson-Duncan: Welcome to Quant Concepts. With the U.S. market housing a vast offering of companies to invest in, it's no wonder investors can get overwhelmed by the number of unfamiliar names. Many people feel a certain sense of comfort investing in companies who at a minimum have names they can recognize. Typically, the most familiar names tend to be larger companies as they are more likely to have frequent media coverage and products and services that are commonly used by the average person.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Broadcom Inc329.54 USD0.35
Starbucks Corp75.78 USD0.87
Texas Instruments Inc132.70 USD0.36

About Author

Emily Halverson-Duncan  Emily is Director, CPMS Sales at Morningstar

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