David Harrell is the editor of the Morningstar StockInvestor,
newsletter that focuses on a wide-moat stock investing strategy.
For illustration purposes, issues highlight activities pertaining
to Morningstar, Inc. portfolios invested in accordance with
a strategy that seeks to focus on companies with stable or
growing competitive advantages. David served in several senior
research and product development roles and was part of the editorial
team that created and launched Morningstar.com. He was the
co-inventor of Morningstar's first investment advice software.
David joined Morningstar in 1994. He holds a bachelor's
degree in biology from Skidmore College and a master's
degree in biology from the University of Illinois at
Matthew Coffina, CFA, is the portfolio manager for Morningstar Investment Management
LLC’s Hare strategy. Matt was previously a senior healthcare analyst, covering managed
care and pharmaceutical services companies. Matt also developed the discounted cash
flow model used by Morningstar analysts to assign fair value estimates to most of the
companies in its global coverage universe.
Matt joined Morningstar in 2007. He holds a bachelor's degree in economics from
Oberlin College and also holds the Chartered Financial Analyst (CFA) designation.
Michael Corty, CFA, is the portfolio manager for Morningstar Investment Management
LLC’s Tortoise strategy. Before focusing his attention on the Tortoise, Michael co-managed
five equity strategies offered by Morningstar Investment Management LLC and Morningstar
Investment Services LLC since December 2013. Michael was previously a senior equity
analyst on Morningstar Inc.’s equity research team covering companies in the media,
business services, and consumer industries. Michael also spent several years on
Morningstar’s moat committee, which assigns economic moat and moat trend ratings to
their global coverage.
Prior to joining Morningstar in 2004, Michael worked at a public accounting firm and in
the business lending arm of a major commercial bank. He has an undergraduate accounting
degree from Loyola Marymount University, an MBA from Cornell University and is a CFA