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Alex Zhao, CFA
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Alex Zhao, CFA, leads the performance team of the U.S. Funds Database under the Morningstar Research Group. Previously, he served as an investment analyst at Ibbotson Associates, a RIA under the Morningstar Investment Management Group. He currently serves as a portfolio manager to the Chicago... More
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Alex's Investment Blog

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  • UNH and WLP took a dip today, approaching my FV targets in the 12/3/13 article
    Jan 16, 2014
  • UNH closed right at the fair value estimated in my 12/3 article ( UNH, WLP and AET all down around 5% since 12/3.
    Dec 12, 2013
  • Other MCOs should have another good quarter following UNH, with revenue up, cost contained. See my article (
    Jul 19, 2013
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