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Morningstar Announces Winners of 2015 Awards for Excellence in Investment

Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has announced the winners of this year’s Morningstar Awards for Excellence in Investment.

The annual Morningstar awards took place at The Dorchester Hotel on 10th September, recognising individual fund managers and fund groups that have made a substantial contribution to the retail investment management industry.

The 2015 winners are:

Outstanding Fund Manager: Andrew Rose, for Schroder Tokyo
Outstanding Rising Talent: Jacob de Tusch-Lec, for Artemis Global Income
Outstanding Investment House: J O Hambro Capital Management and Fidelity Worldwide Investment

Jeremy Beckwith, director of UK manager research for Morningstar, said, “The awards draw on our extensive qualitative manager research to celebrate those in the UK investment industry who have achieved impressive returns and have been excellent stewards of fund shareholders’ capital over the long term.

“This year, we recognise Andrew Rose, manager of the Schroder Tokyo fund, with the Outstanding Fund Manager Award, which identifies a generationally great investor within the retail investment industry. Rose has run Japanese equity portfolios for nearly three decades and has adhered to the same, disciplined process throughout his career, which he has deftly used to investors’ advantage, producing consistent relative performance.

“We have also recognised Jacob de Tusch-Lec, manager of the Artemis Global Income fund, with the Outstanding Rising Talent Award. He continues to impress with his strong, well-executed and differentiated approach, which has brought consistent outperformance.

“J O Hambro Capital Management and Fidelity Worldwide Investment were both chosen for the Outstanding Investment House Award. Both fund houses stood out for their ability to create an environment in which their managers can flourish across a range of funds and strategies.”

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 five pillars in the Morningstar Analyst Rating methodology are Process, People, Parent, Performance, and Price.