Morningstar Appoints Two New Analysts to Manager Research Team

London - 16 April 2014

Morningstar UK Limited, a subsidiary of Chicago-based Morningstar, Inc., (NASDAQ: MORN), a leading provider of independent investment research, today announced the appointment of two experienced investment analysts to its Morningstar OBSR manager research team. 

Simon Dorricott and Linsay McPhater have joined the Morningstar OBSR manager research team, and will be responsible for analysing a range of funds and their respective managers across a broad spectrum of asset classes.

Dorricott joins from Standard & Poor’s, where he was an associate director on the fund research team, responsible for analysing and rating more than 100 funds across an array of equity sectors. Before that, Dorricott worked as an investment analyst for Origen Financial Services, covering a range of equity and fixed-income funds.

McPhater previously worked as a senior investment analyst for Dart Capital, covering a range of multi-asset funds. Prior to Dart Capital, she worked on the hedge fund, private equity, and multiasset teams at Aberdeen Asset Management.

“These appointments reflect our commitment to providing the best fund ratings and research that the market has to offer,” Ruli Viljoen, head of fund research for Morningstar OBSR, said. “The breadth and quality of insight that both Simon and Linsay provide will be invaluable to the investors we serve.”

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