Brian O’Neill

The analysts shop

Visitors to Morningstar’s website can easily see which funds our analysts like the most in our Fund Analyst Picks section. But it’s enlightening for readers to see that we put our money where our mouths are. First, I’ll share what I’m planning to buy this year, and then we’ll survey what a few of my […]

By Brian O'Neill |January 1, 2009

5 min read

Reaffirming PH&N

The Royal Bank of Canada’s February announcement that it had agreed to acquire Phillips, Hager & North Investment Management Ltd. (PH&N) was a bombshell that took even the savviest members of the mutual fund community by surprise. PH&N had been rejecting overtures from various financial institutions for years, so more than a few eyebrows were […]

By Brian O'Neill |October 28, 2008

4 min read