10 fund firms are in the running
for an investment research firm's three annual awards. And this time, no firms received more than one nomination each.
| Sarah Bush|
Director of Manager Research Practice, North America
Yesterday, Sarah Bush
, director of manager research in North America for Morningstar
for the 2021 Morningstar Awards for Investing Excellence
. These are M*'s third annual Investing Excellence awards, after they were created
in 2019 to replace the Chicago-based firm's long-running prior U.S. fund awards.
Repeat nominees this year include: Baird's
Mary Ellen Stanek, (PM of the Baird Aggregate Bond Fund
and the Baird Core Plus Bond Fund
, among others), who received her third nomination
for "outstanding portfolio manager": Capital Group
, which received its third nomination
for "exemplary stewardship"; Diamond Hill's John McClain
(PM of the Diamond Hill Corporate Credit Fund
and the Diamond Hill High Yield Fund
), who was nominated as a "rising talent" for a second year in a row: Dodge & Cox
, which received its third nomination for "exemplary stewardship"; and Fidelity's Joel Tillinghast
(PM of the Fidelity Low-Priced Stock Fund
, among others), who received his third nomination for "outstanding portfolio manager."
New nominees this year include: BlackRock's Rick Rieder
(PM of the BlackRock Strategic Global Bond Fund
, the BlackRock Strategic Income Opportunities Fund
, and the BlackRock Total Return Fund
, among others) for "outstanding portfolio manager"; J.P. Morgan's Jeff Geller
(PM of the JPMorgan Global Allocation Fund
, among others) for "outstanding portfolio manager"; Pimco's Sonali Pier
(PM of the Pimco Diversified Income Fund
) for "rising talent"; Primecap
for "exemplary stewardship"; and T. Rowe Price's Justin white
(PM of the T. Rowe Price All-Cap Opportunities
) for rising talent.
"This year's nominees represent the best of the industry, advancing the investing discipline forward and delivering positive outcomes to investors with strong, research-driven processes," Bush states.
The M* team will reveal the winners next Monday, June 21.
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