CHICAGO, June 14, 2021 /PRNewswire/ -- Morningstar,
Inc. (Nasdaq: MORN), a leading provider of independent
investment research, today announced the nominees for the 2021
Morningstar Awards for Investing Excellence. The awards recognize
portfolio managers, asset management firms, and up-and-coming
managers who demonstrate excellent investment skill and an
alignment of interests with the strategies' investors.
Morningstar selects nominees in three categories: Outstanding
Portfolio Manager, Exemplary Stewardship, and Rising Talent. The
nominees for the 2021 Morningstar Awards for Investing Excellence
in the U.S. are:
Outstanding Portfolio Manager:
- Jeff Geller, manager of JPMorgan
Global Allocation (GAOSX), among others
- Rick Rieder, manager of
BlackRock Strategic Global Bond (MAWIX), Blackrock Strategic Income
Opportunities (BSSIX), and BlackRock Total Return (MAHQX), among
others
- Mary Ellen Stanek, manager of
Baird Aggregate Bond Inst (BAGIX) and Baird Core Plus Bond Inst
(BCOIX), among others
- Joel Tillinghast, manager of
Fidelity Low-Priced Stock (FLPSX), among others
Exemplary Stewardship:
- Capital Group
- Dodge & Cox
- PRIMECAP
Rising Talent:
- John McClain, manager of Diamond
Hill Corporate Credit (DSIAX) and Diamond Hill High Yield
(DHHYX)
- Sonali Pier, manager of PIMCO
Diversified Income (PDIIX), among others
- Justin White, manager of T. Rowe
Price All-Cap Opportunities (PRWAX)
"We're proud to keep shining a light on firms and people putting
investors first and demonstrating investment skill across variable
market conditions," said Sarah Bush,
Morningstar's director of manager research, North America. "This year's nominees represent
the best of the industry, advancing the investing discipline
forward and delivering positive outcomes to investors with strong,
research-driven processes."
Read more about each of our nominees
on Morningstar.com: Outstanding Portfolio
Manager, Exemplary Stewardship, and Rising
Talent.
Morningstar will announce the award winners on Monday, June 21, 2021. CNBC's "Power Lunch" will
feature the award winners on its program throughout the week. Live
updates from award announcements will be available on Twitter
at http://www.twitter.com/MorningstarInc or through the
event hashtag, #MstarAwards.
Morningstar has granted annual awards to accomplished portfolio
managers since 1988. The Morningstar Awards for Investing
Excellence winners are chosen based on research and in-depth
qualitative evaluation by Morningstar's manager research group. For
more information about Morningstar Awards,
visit https://go.morningstar.com/Morningstar-Awards. A list of
current Morningstar Medalists is
available here to Morningstar.com Premium
Members.
Methodology
To be eligible for the Outstanding
Portfolio Manager award, managers must run one or more investment
strategies that are under Morningstar manager research analyst
coverage and currently earn a Morningstar Analyst
Rating™ (Analyst Rating) of Gold or Silver for at least one
vehicle and/or share class. Exemplary Stewardship nominees must
have received a Parent Pillar rating of High from
Morningstar's manager research analysts, which indicates the firm's
stewardship practices exceed the industry standard. Rising Talent
award nominees must be managers who run investment strategies that
have received an Analyst Rating of Gold, Silver, or Bronze for at
least one vehicle and/or share class or who have been featured
in Morningstar Prospects, a publication that highlights
strategies under consideration for full analyst coverage. To be
eligible for the Rising Talent award, nominees must have no more
than seven years of public portfolio-management and delivered
promising results over that period. The full methodology for the
awards is available here.
About Morningstar, Inc.
Morningstar, Inc. is a leading
provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of
products and services for individual investors, financial advisors,
asset managers and owners, retirement plan providers and sponsors,
and institutional investors in the debt and private capital
markets. Morningstar provides data and research insights on a wide
range of investment offerings, including managed investment
products, publicly listed companies, private capital markets, debt
securities, and real-time global market data. Morningstar also
offers investment management services through its investment
advisory subsidiaries, with approximately $244 billion in assets under advisement and
management as of March 31, 2021. The
Company has operations in 29 countries. For more information, visit
www.morningstar.com/company. Follow Morningstar on Twitter
@MorningstarInc.
Morningstar's Manager Research Group consists of various
wholly owned subsidiaries of Morningstar, Inc. including, but not
limited to, Morningstar Research Services LLC. Morningstar's
Manager Research Group produces various ratings including the
Morningstar Analyst Rating and the Morningstar Quantitative Rating.
The Morningstar Analyst Rating is derived from a qualitative
assessment process performed by a manager research analyst, whereas
the Morningstar Quantitative Rating uses a machine-learning model
based on the decision-making processes of Morningstar's analysts,
their past ratings decisions, and the data used to support those
decisions. In both cases, the ratings are forward-looking
assessments and include assumptions of future events, which may or
may not occur or may differ significantly from what was assumed.
The Morningstar Analyst Ratings and Morningstar Quantitative
Ratings are statements of opinions, subject to change, are not to
be considered as guarantees, and should not be used as the sole
basis for investment decisions. This press release is for
informational purposes only; references to securities should not be
considered an offer or solicitation to buy or sell the
securities.
©2021 Morningstar, Inc. All Rights Reserved.
MORN-R
Media Contact:
Stephanie
Lerdall, +1-312-696-6037 or newsroom@morningstar.com
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SOURCE Morningstar, Inc.