The equities team at Morningstar is a group of stock junkies: We love investing, and we love to research and find great investment ideas. In my experience, stocks are the discussion topic of choice (since we're in Chicago, the White Sox have temporarily supplanted stocks, but hey, it's been 46 years!) as we chat around the office. We also enjoy discussing what our favorite money managers think about the market, and what stocks those managers are buying. Most of this information can be found easily, thanks to an excellent, free resource available to everyone: shareholder letters.
Among the funds are Baron Asset (Ron Baron), Clipper (James Gipson), FPA Capital (Robert Rodriguez), Legg Mason Value (Bill Miller), Longleaf (Mason Hawkins), Oak Value (David Carr), Oakmark Select (Bill Nygren), Olstein Financial Alert (Robert Olstein), Selected American Shares (Chris Davis), Sequoia (Goldfarb and Ruane), Third Avenue Value (Martin Whitman), Weitz Value (Wally Weitz). Coincidentally, many of these same managers are covered at gurufocus also.
