Danoff, Davis, Lynch Debate Capitalism And Pitch Best Ideas

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Mark Melin
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Kicking off the Morningstar Investment Conference in Chicago Wednesday afternoon was a most interesting discussion for stock pickers. Featuring Will Danoff from Fidelity Asset Management, Christopher Davis from Selected Funds and Dennis Lynch from Morgan Stanley Investment Management, the discussion, “Ahead of the Crowd,” looked at how these famous stock pickers determined if a company had a competitive advantage and how they keep it. Morningstar Investment Conference: Will Danoff on competitive advantages “Believe it or not, after visiting management at 80 companies in a packed month, somehow two companies emerge as having a significant competitive advantage in their management,” noted Danoff,…

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Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.