October 16, 2019

Morningstar Announces Nominees for 2019 Pan-European Morningstar Awards for Investing Excellence

The Awards recognise the industry's most accomplished investors and shareholder-friendly firms

PARIS, 16 October 2019 -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the nominees for the 2019 Pan-European Morningstar Awards for Investing Excellence. The awards recognise portfolio managers, fund firms, and up-and-coming managers that demonstrate excellent investment skill, the courage to differ from the consensus to benefit investors, and an alignment of interests with fund shareholders.

Morningstar selects nominees in three categories: Outstanding Portfolio Manager, Rising Talent, and Outstanding Investment House. The nominees for the 2019 Pan-European Morningstar Awards for Investing Excellence are:

Outstanding Portfolio Manager:

  • Laurent Dobler; Comgest Growth Europe
  • Philippe Igigabel; HSBC Global Investment Funds Euro High Yield Bond
  • Michael Krautzberger; BlackRock Global Funds Euro Bond

Rising Talent:

  • Brian Bandsma; Vontobel Asia Pacific Equity
  • Gordon Fraser; BlackRock Emerging Markets
  • Calvin Ho (co-manager), Franklin Templeton Global Bond

Outstanding Investment House:

  • Kempen Capital Management
  • T. Rowe Price
  • Unigestion

"We're pleased to present this year's nominees for the Pan-European Morningstar Awards for Investing Excellence," said Mathieu Caquineau, Morningstar's associate director of manager research for EMEA and Asia. "Our Outstanding Portfolio Manager nominees have distinguished themselves over the long haul by delivering excellent returns to their investors, while the nominees for the Rising Talent award include portfolio managers across asset classes who have excelled over shorter tenures and shown great future promise. The firms nominated for Outstanding Investment House have demonstrated an unwavering focus on serving the best interests of investors, yielding better results for their clients."

Methodology
The Pan-European Morningstar Awards for Investing Excellence winners are chosen based on research and in-depth qualitative evaluation by Morningstar's manager research group. To be eligible for the Outstanding Portfolio Manager award, managers must run one or more investment strategies currently available for sale in at least two European countries that have received a Morningstar Analyst Rating™ (Analyst Rating) of Gold, Silver, or Bronze. Rising Talent award nominees must run or co-run an investment strategy currently available for sale in at least two European countries that have received an Analyst Rating of Gold, Silver, or Bronze, or be featured in Morningstar Prospects, a publication that highlights strategies under consideration for full analyst coverage. Rising Talent Award nominees must also have less than five years’ tenure on the strategy they are currently managing yet have delivered exceptional results to investors over that span of time. Nominees for Outstanding Investment House must actively distribute funds in at least two European countries and have a Morningstar Parent rating of Positive. They must also demonstrate a track record of putting their clients' interests ahead of their own and have delivered great long-term results for investors.

The full methodology for the awards is available here. Morningstar has granted annual awards to accomplished portfolio managers since 1988. For more information about Morningstar Awards, visit https://go.morningstar.com/Morningstar-Awards.

Morningstar Investment Conference Paris
Morningstar will announce the award winners on 14 November 2019 at the Morningstar Investment Conference in Paris. More information about the Morningstar Investment Conference, including the full agenda, is available here. Full-time members of the news media may receive complimentary registration to the Morningstar Investment Conference. To register, select registration type as "media/press" here.

About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors the private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with about $220 billion in assets under advisement and management as of 30 June 2019. The company has operations in 27 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on Twitter @MorningstarInc.

Morningstar's Manager Research Group consists of various wholly owned subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC. 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 Manager Research Group's current expectations about future events and therefore involve unknown risks and uncertainties that may cause such expectations not to occur or to differ significantly from what was expected. Analyst Ratings are not guarantees nor should they be viewed as an assessment of a fund's or a fund's or separately managed account's underlying securities' creditworthiness. This press release is for informational purposes only; references to securities or a separately managed account investment strategy in this press release should not be considered an offer or solicitation to buy or sell the securities or to invest in accordance with that strategy.

Media Contact:
Mary Kenefake, +44 (0) 203 1941027 or mary.kenefake@morningstar.com

©2019 Morningstar, Inc. All Rights Reserved.

Media Relations Contact

Media Hotline +1 312 696-6037
newsroom@morningstar.com

Resources

Legal Notices Privacy Policy Regulatory Disclosures Global Contacts