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Morningstar Announces Shortlist for 2014 Morningstar OBSR Awards for Excellence in Investment

Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the shortlist for its Outstanding Investor Award and Outstanding Rising Talent Award. Morningstar will present the two awards, along with the award for Outstanding Investment House, at the seventh annual Morningstar OBSR Awards for Excellence in Investment dinner on 4th September 2014. The annual awards celebrate the best of the UK fund management industry.

Morningstar presents the Outstanding Investor Award to the fund manager or team that has produced exceptional returns over the longer term with consideration given to loyalty and tenure, consistency of approach, risk-adjusted returns, and assets under management.

Shortlisted for the Outstanding Investor Award are:

  • Tom Dobell - MandG Recovery
  • Alexander Darwall - Jupiter European
  • Alastair Munday - Investec UK Special Situations
  • Andrew Rose - Schroder Tokyo
  • Richard Woolnough - MandG Bond funds
  • David Roberts and Kames FI team - Kames Bond funds
  • Chris Burvill - Henderson Cautious Managed

The Outstanding Rising Talent Award recognizes the fund manager or team that has established a position in the market with several years of service and has also demonstrated the potential to achieve strong and consistent results based on the objectives of the funds they manage. The five nominees are:

  • Henry Dixon - GLG Undervalued Assets
  • Nick Kirrage and Kevin Murphy - Schroder Recovery
  • Matthew Vaight - MandG Global Emerging Markets
  • Jacob de Tusch Lec - Artemis Global Income
  • Oliver Kelton - Waverton European

“The process of selecting the shortlists is a reminder of the exceptional talent within the UK fund management industry”, Ruli Viljoen, head of fund research for Morningstar OBSR, said. “The Morningstar OBSR Awards for Excellence is an occasion to celebrate that talent and acknowledge the contribution that these teams and individuals have made to the industry and to the investors they serve.”

All three awards draw from Morningstar’s qualitative manager research and the Morningstar Analyst Rating, which is based on a globally consistent five-pillar methodology and face-to-face meetings with fund managers. The Morningstar Analyst Rating evaluates a fund’s capacity to outperform its peers over the long term. The five pillars in the Morningstar Analyst Rating methodology are process, performance, people, parent, and price.”

Morningstar will announce the winners of the Morningstar OBSR Awards for Excellence in Investment on 4th September 2014 at The Dorchester Hotel in London.

Morningstar assigns a Morningstar Analyst Rating™ to funds using a five-tiered rating scale of Gold, Silver, Bronze, Neutral, and Negative. Morningstar Medalists—those funds that have received a Gold, Silver, or Bronze rating—are funds that Morningstar analysts determine are likely to outperform their peer groups and/or relevant benchmarks on a risk-adjusted basis over a market cycle of at least five years.

Morningstar OBSR is a leading provider of independent qualitative investment research and consultancy. It draws upon the whole of the funds market for its investment strategy analysis to deliver in-depth views on approximately 900 funds available to UK investors, and provides asset allocation and portfolio construction consultancy services to life, pension, and fund-of-funds providers. It also offers a discretionary managed portfolios service for financial advisers and sub-advisory services to asset managers. The Morningstar OBSR Analyst Ratings are widely acknowledged as comprehensive marks of quality; Morningstar OBSR does not charge fund managers to research and rate their funds. Morningstar OBSR is the brand associated with the Analyst Ratings from Old Broad Street Research (OBSR), a subsidiary of Morningstar UK Ltd. It is also a trading name for Morningstar Investment Management Europe. Both are wholly owned subsidiaries of Morningstar, Inc.