Morningstar Announces Nominees for Morningstar European Fund Manager of the Year Awards 2014

London - 13 February 2014

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the nominees for its fifth annual Morningstar European Fund Manager of the Year Awards.

Morningstar’s European Fund Manager of the Year Awards draw upon the qualitative analysis of the company’s 30-member European fund research team to recognise the best fund managers. The awards are presented in three categories:

  • Fund Manager of the Year: European Equity;
  • Fund Manager of the Year: Global Equity; and
  • Fund Manager of the Year: European Fixed-Income.

“Our awards commend those managers who have not only demonstrated excellence in the past year, but who have consistently delivered for shareholders over the long term,” Christopher Traulsen, CFA, director of European fund research for Morningstar, said. “These awards are a culmination of our analysts’ work researching more than 1,400 fund offerings available to investors across Europe, and identify the best managers whom we believe stand out amongst their peers.”

The nominees for the Morningstar European Fund Manager of the Year Awards 2014 are:  

 

Morningstar Fund Manager of the Year: European Equity

Fund Manager

Fund(s)

Morningstar Analyst Rating

Isabel Levy

Metropole Sélection

Silver

Tim Stevenson

Henderson Horizon Pan European Equity

Silver

Nicolas Walewski

Alken European Opportunities

Silver

 

Morningstar Fund Manager of the Year: Global Equity

Fund Manager

Fund(s)

Morningstar Analyst Rating

Stuart Rhodes

M&G Global Dividend

Silver

J. Kristoffer C. Stensrud & Team

Skagen Kon-Tiki

Gold

Vincent Strauss & Wojciech Stanislawski

Comgest Growth Emerging Markets, Magellan

Gold


Morningstar Fund Manager of the Year: European Fixed-Income   

Fund Manager

Fund(s)

Morningstar Analyst Rating

Richard Klijnstra & Team

Kempen (Lux) Euro Credit

Silver

 

Michael Krautzberger

BGF Euro Bond

Gold

 

Mikael Lundström

Evli Corporate Bond; Evli European High Yield

Bronze

 

Nominations for a Morningstar Fund Manager of the Year award are made by Morningstar’s European fund research team consisting of fund analysts based in the United Kingdom, France, Germany, Italy, Spain, The Netherlands, Finland, and Norway. To qualify for the award, nominated funds must be Morningstar Medalists--a fund that has garnered a Morningstar Analyst Rating™ of Gold, Silver, or Bronze. A fund manager may be nominated for a fund domiciled anywhere in Europe.

The winners of the Morningstar European Fund Manager of the Year Awards 2014 will be announced on Thursday, 27 March 2014.

The Morningstar Fund Manager of the Year awards reception will follow Day 1 of the Morningstar Investment Conference Europe for institutional investors. 

The Morningstar Analyst Rating represents Morningstar analysts’ opinion of a fund’s relative investment merit. The rating is a forward-looking measure and identifies the analyst team’s conviction in a fund’s long-term performance prospects relative to a relevant Pan-European and Asian peer group. The Morningstar Analyst Rating scale is Gold, Silver, Bronze, Neutral, and Negative.

Analyst Ratings are subjective in nature and should not be used as the sole basis for investment decisions. Analyst Ratings are based on Morningstar’s current expectations about future events and therefore involve unknown risks and uncertainties that may cause Morningstar’s expectations not to occur or to differ significantly from what was expected. Morningstar does not represent its Analyst Ratings to be guarantees nor should they be viewed as an assessment of a fund’s or the fund’s underlying securities’ creditworthiness. The references above should not be considered a solicitation by Morningstar to buy securities.

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