Morningstar Announces Winners of 2014 Morningstar OBSR 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 OBSR Awards for Excellence in Investment. Morningstar presented dual winners Alexander Darwall, manager of the Jupiter European fund, and Richard Woolnough, manager of MandG’s Corporate Bond fund, Strategic Bond fund,
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Editorial Team
- September 5, 2014
- 3 minutes
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 OBSR Awards for Excellence in Investment.
Morningstar presented dual winners Alexander Darwall, manager of the Jupiter European fund, and Richard Woolnough, manager of MandG’s Corporate Bond fund, Strategic Bond fund, and Optimal Income fund, with its Outstanding Fund Manager Award for their ability to deliver exceptional, consistent returns across a range of market conditions.
The annual Morningstar OBSR awards took place at the Dorchester Hotel on 4th September, recognising individual fund managers and fund groups that have made a substantial contribution to the retail investment management industry. All three of the awards are based on Morningstar OBSR’s qualitative research.
The 2014 winners are:
• Outstanding Fund Manager: Alexander Darwall at Jupiter and Richard Woolnough at MandG
• Outstanding Rising Talent: Nick Kirrage and Kevin Murphy at Schroders
• Outstanding Investment House: J O Hambro Capital Management
Ruli Viljoen, head of UK manager research for Morningstar OBSR, said, “Our awards recognise the outstanding talent that the UK investment industry has to offer, drawing on our extensive qualitative manager research to indentify the funds and their managers that have the potential to outperform peers over the long term.
“This year Morningstar has chosen to recognise both Alexander Darwall from Jupiter and Richard Woolnough from MandG Investments with the Outstanding Fund Manager Award. Both managers stood out for their skill in providing stable returns for their investors in an array of challenging market cycles.
“We have also recognised Nick Kirrage and Kevin Murphy from Schroders with the Outstanding Rising Talent Award as they continue to impress with their diligence and strong performance. Our analysts assigned positive Morningstar OBSR Analyst Ratings to their funds, which signal our conviction in their talents.
“J O Hambro Capital Management was voted Outstanding Investment House for the high level of quality demonstrated across a range of funds and strategies, which is supported by the seven positive Morningstar OBSR Analyst Ratings assigned to the firm’s funds.”
Morningstar assigns a Morningstar OBSR Analyst Rating™ to funds using a five-tiered rating scale of Gold, Silver, Bronze, Neutral, and Negative. Morningstar Medalists—those funds that have received a Gold, Silver, or Bronze rating—are funds that Morningstar analysts determine are likely to outperform their peer groups and/or relevant benchmarks on a risk-adjusted basis over a market cycle of at least five years.
