Greggory Warren, CFA

Greggory Warren, CFA, is a senior equity analyst for Morningstar.

More From Greggory Warren

The richly-priced deal would've been dilutive to Berkshire Hathaway Energy's earnings in the near-term -- though the firm should receive its $270 million negotiated breakup fee.

Fund providers with strong prospects are differentiated and offer low-cost, repeatable investment strategies.

The wide-moat asset manager's experiment with its active equity platform may produce more consistent levels of investment performance and organic growth over time.

The wide-moat asset manager's ability to continue to generate solid organic growth despite its size has led us to raise our fair-value estimate.

The investment managers at Berkshire have made a more than $1 billion bet on the three major domestic airlines.

We're maintaining our fair value estimate as weaker results from Geico and BNSF were largely offset by the rest of Berkshire's operations and the addition of Precision Castparts to overall results.

Weaker results from BNSF and BHE were largely offset by better results from insurance and finance and financial products.

More About Greggory Warren

Greggory Warren, CFA, is a senior equity analyst, financial services, for Morningstar. He covers the US- and Canadian-based traditional asset managers, as well as the alternative asset managers and Berkshire Hathaway. Over his career, Warren has covered not only financial services names but also companies from the consumer staples and consumer cyclical sectors, and he has been involved in portfolio stock selection and management.

Before joining Morningstar in 2005, Warren worked as a buy-side equity analyst for more than eight years, covering consumer staples and consumer cyclicals. Before assuming his current role at Morningstar in 2017, Warren had covered the financial-services sector as a senior analyst since late 2008. Before that time, he covered nonalcoholic beverage manufacturers and distributors, packaged-food firms, foodservice distributors, and tobacco companies.

Warren holds a bachelor's degree in accounting and English from Augustana College. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Chicago.

During 2014-19, Warren was selected to participate each year on the analyst panel at Berkshire Hathaway’s annual meeting, asking questions directly of Warren Buffett and Charlie Munger. The analyst panel was disbanded ahead of Berkshire’s 2020 annual meeting. Warren also ranked second in the investment services industry in The Wall Street Journal’s annual “Best on the Street” analysts survey in 2013, the last year the survey was conducted.

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