On Patrick O’Shaughnessy Direct Indexing As A Substitute For ETFs

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Rupert Hargreaves
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At this year’s September Morningstar Investment Conference, Ben Johnson, the Director of Global ETF research with Morningstar, hosted a panel on direct indexing.

Q2 2020 hedge fund letters, conferences and more

Investing

In its simplest form, direct indexing is copying an index with single stock holdings, rather than purchasing an index tracker fund or ETF. This is not a new strategy.

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk