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Morningstar Announces Shortlist for 2016 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 ninth Morningstar Awards for Excellence in Investment on 8th September 2016. 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, and risk-adjusted returns. The award identifies a generationally great investor within the retail investment industry. Shortlisted for the Outstanding Fund Manager Award are:

  • Chris Burvill – Henderson Cautious Managed
  • Iain Stewart – Newton Real Return
  • Nigel Bolton – BGF European
  • Justin Abercrombie – Schroders QEP Strategies
  • Stephen Harker – GLG Japan CoreAlpha

The Outstanding Rising Talent Award is presented to a fund manager or team that has managed its current fund for less than seven years and demonstrated the potential to achieve excellent and consistent long-term returns for investors. Shortlisted for the Outstanding Rising Talent Award are:

  • Alex Savvides – J O Hambro UK Dynamic
  • Henry Dixon – Man GLG Undervalued Assets
  • Oliver Kelton – Odey European Focus
  • Brian Hall – BGF European Value
  • Angel Agudo – Fidelity American Special Situations

“All of our award nominees have outstanding records in delivering outperformance for investors, with strategies we believe are built for success over the long term”, Jonathan Miller, Director of Manager Research for Morningstar UK, said. “The Morningstar Awards for Excellence in Investment celebrate the talent of these managers and acknowledge their contribution to the industry 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 8th September 2016 at The Dorchester Hotel in London.