The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Morningstar Names 2002 Managers of the Year Not Rated 3.0 Email Routing List Email & Route  Print Print
Thursday, January 02, 2003

Morningstar Names 2002 Managers of the Year

by: Sean Hanna, Editor in Chief

Get ready for new marketing campaigns from Fidelity, Julius Baer and Dodge & Cox. The three fund advisors each can claim one of its own as a recipient of Morningstar's Manager of the Year Award. The Chicago-based fund tracker's editorial staff selects the awards annually.

Joel Tillinghast, portfolio manager of Fidelity Low-Priced Stock won the award as the best manager of a domestic stock fund. The kudos came despite a year that saw his $15 billion fund drop 6.2 percent in value. Morningstar explained that Tillinghast was awarded the honor based on his consistent long-term results, not just his 2002 results. Tillinghast was runner up to Bill Nygren manager of the Oakmark Select Fund for the 2001 award.

Another pair of runner-ups from 2001 took home the top honors in 2002. Rudolph-Riad Younes and Richard Pell won the international stock manager award for their performance at the helm of Julius Baer International Equity a year after placing second to Jean-Marie Eveillard and Charles de Vaulx of the First Eagle SoGen Global. The Julius Baer fund lost a little more than 4 percent in 2002, but still placed in the top five percent of all international funds, according to Morningstar. Over the past five years it ranks as the sixth best performing international equity fund.

Finally, Morningstar's editors also looked at the long-run track record of the Dodge & Cox Income fund when awarding that fund's managers the award for fixed income. The fund is team managed by James Dignan, Thomas Dugan, Dana Emery, John Gunn, Jeffrey Klein, Peter Lambert, Charles Pohl, Kent Radspinner, Larissa Roesch, A. Horton Shapiro, and Robert Thompson. It has topped its peer group for every rolling 12-month period over the past 10 years. The 2001 winner in the category was Bob Rodriguez of FPA New Income and the runner up was Margie Patel of Pioneer High-Yield.  

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

  1. Director Discussion Series - Open Forum via Zoom, September 29
  2. IMEA roundtable - Portfolio Construction, September 29
  3. MMI webinar - The Future of Marketing is Changing ... Are You Ready?, September 29
  4. IDC Speaker Series - A Conversation with Roger Ferguson, October 3
  5. IDC webinar - A Conversation with Roger Ferguson, Jr., October 3
  6. 5th annual Expect Miracles Atlantic Coast Classic, October 3
  7. Nicsa Fearless Leadership Symposium, Oct 6-7
  8. 7th Annual FUSE Forum, October 6
  9. 2022 ICI Securities Law Developments Conference - day 1, October 11
  10. MFDF Director Discussion Series - Open Forum (San Francisco), October 12
  11. 2022 ICI Securities Law Developments Conference - day 2, October 13
  12. MFDF In Focus: ESG Data Requirements - What Directors Need to Know, October 19
  13. 2022 MMI Annual Conference, Oct 19-21
  14. 2022 IDC Fund Directors Conference, Oct 24-26
  15. 18th annual Expect Miracles Wine & Spirits Event, October 27
  16. Buford Capital Securities Litigation Symposium, November 1
  17. IMEA All-Council Fall Summit, Nov 2-3
  18. Nicsa 2022 General Membership Meeting, Nov 2-3
  19. Tiburon CEO Summit XLIII, Nov 7-9
  20. 2022 ICI Tech Summit, Nov 8-9
  21. UCITS & AIFMD for U.S. Managers - New York, Nov 8-9
  22. 2022 MMI Distribution Leadership Forum, Nov 9-10
  23. MFDF Asset Management Industry Update and Director Governance Trends, November 10
  24. 3rd Annual ETFGI Global ETFs Insights Summit - United States, Nov 15-16
  25. 2022 MMI Alternative Investments Forum, November 16
  26. MFDF webinar - Mutual Fund CCO Compensation: The MPI Annual Survey Update, November 16

©All rights reserved to InvestmentWires, Inc. 1997-2022
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use