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This profile was last updated on 1/8/14  and contains information from public web pages and contributions from the ZoomInfo community.

Senior Analyst

Morningstar, Inc.
22 West Washington Street
Chicago, Illinois 60602
United States

Company Description: Morningstar, Inc. (Morningstar) is a provider of independent investment research to investors globally. The Company offers a range of Internet, software, and...   more

Employment History

36 Total References
Web References
Bank-loan mutual funds sank 30 percent ..., 8 Jan 2014 [cached]
Bank-loan mutual funds sank 30 percent during 2008 as the recession hit, says Sarah Bush, senior mutual fund analyst at Morningstar.
That's what happened during the financial ..., 20 June 2013 [cached]
That's what happened during the financial crisis, says Sarah Bush, senior mutual-fund analyst at Morningstar. Bank-loan funds lost an average of 29.7 percent in 2008.
"You need to be willing to take a little bit of volatility" to invest in bank-loan mutual funds, Bush says, adding that investors should be able to accept a 5 percent loss in a month.
Staff and Careers, 20 July 2010 [cached]
Sarah Bush Director of Investor Programs
"You're starting to see looser ..., 25 Nov 2013 [cached]
"You're starting to see looser restrictions on companies," says Morningstar analyst Sarah Bush. She recommends funds that invest mostly in bank loans rated single- or double-B (the latter being the highest "junk" bond rating).
Sarah Bush, senior mutual ..., 24 June 2013 [cached]
Sarah Bush, senior mutual fund analyst at Morningstar Inc. in Chicago, said in an April 17 report that investors in the Doubleline Total Return bond fund "swim at their own risk."
"Of primary concern is the at-times heavy use of mortgage-backed derivatives, in particular inverse floaters and inverse interest-only securities," Ms. Bush said. "These add a dose of economic leverage and have historically been volatile and at times much less liquid than plain-vanilla pass-throughs."
Ms. Bush acknowledged the mutual fund has "mellowed a bit" with age. She said holdings of inverse floaters, inverse interest-only securities and other mortgage-backed derivatives that peaked at a quarter of the portfolio in the fall of 2010 stood at less than 10% in March.
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