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Morningstar Investment Management SMA Asset Class Replication Strategy Now Available

Orion Portfolio Solutions is excited to announce that Morningstar Investment Management is now available on our SMA platform, offering its Hare Portfolio.

Accessible through our Tactical Mandate, and for use in UMA model portfolios, Morningstar’s Hare Portfolio is a high-conviction, actively-managed replication strategy that seeks to provide concentrated exposure to large capitalization companies believed to be exhibiting strong and growing competitive advantages. The strategy aims to outperform the S&P 500 over a full market cycle and has a large-growth tilt.

About the Strategy

The Morningstar Hare Portfolio seeks long-term capital appreciation by investing in select common stocks and other securities (American Depositary Receipts, master limited partnerships, and real estate investment trusts), focusing on companies with strong fundamentals. Morningstar uses a growth at a reasonable price (GARP) approach, seeking companies with above-average earnings-per-share growth whose shares are trading at reasonable multiples of earnings. The portfolio typically holds 20-40 positions.

With a track record exceeding 10+ years, the underlying strategy is designed for investors who believe that a concentrated portfolio of high-quality growth stocks can outperform over the long run and are willing to take on more risk for potentially higher returns.

Learn More

The Morningstar Hare Portfolio fact sheet is now available within the Marketing Material section of the Orion Portfolio Solutions Advisor Portal, under Asset Class SMAs. Log in to learn more.

For more information, please contact your Orion Portfolio Solutions Regional Sales Team at 800.379.2513 option 1.

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