Morningstar

Morningstar Announces Shortlist for 2015 Morningstar 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 Fund Manager and Outstanding Rising Talent Awards. Morningstar will present the two awards, along with the award for Outstanding Investment House, at the eighth Morningstar Awards for Excellence in Investment on 10th September 2015. The annual awards recognise and celebrate the best of the UK fund management industry.

Morningstar presents the Outstanding Fund Manager Award to the fund manager or team that has produced exceptional returns over the longer term with consideration given to tenure, consistency of approach, risk-adjusted returns, and assets under management. The award identifies a generationally great investor within the retail investment industry.

Shortlisted for the Outstanding Fund Manager Award are:

• Adrian Frost and Adrian Gosden, for Artemis Income
• David Roberts and Kames’ Fixed Income team, for Kames Bond funds
• Andrew Rose, for Schroder Tokyo
• Chris Burvill, for Henderson Cautious Managed
• Iain Stewart, for Newton Real Return

The Outstanding Rising Talent Award is presented to a fund manager or team that has established a position in the market with several years of service and has demonstrated the potential to achieve excellent and consistent long-term returns for investors. The nominees are:

• Henry Dixon, for GLG Undervalued Assets
• Oliver Kelton, for Waverton (Odey) European
• Alex Savvides, for J O Hambro UK Dynamic
• Jacob de Tusch-Lec, for Artemis Global Income
•  Sam Vecht, for BGF Emerging Europe
• Ian Simmons, for Charlemagne Latin America

“Our award nominees have outstanding records in delivering outperformance for investors”, Jeremy Beckwith, Director of Manager Research for Morningstar UK, said. “The Morningstar Awards for Excellence in Investment celebrate that talent and acknowledge the contribution that these successful investors have made to their profession and to investors.”

The awards draw from Morningstar’s qualitative manager research, which uses a globally consistent five-pillar methodology to ascertain a Morningstar Analyst Rating™ for funds under coverage. 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, People, Parent, Performance, and Price.

Morningstar will announce the winners of the Morningstar Awards for Excellence in Investment on 10th September 2015 at The Dorchester Hotel in London.