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Tuesday, December 16, 2003

Who Was Manager of the Year?

by: Sean Hanna, Editor in Chief

Amidst the daily bad news delivered about the fund industry there is a ray of normalcy as this week Morningstar conducted its annual rite of nominating fund manager of the year candidates.

The good news is there is not a scandal-plagued name among them. Indeed, the five managers for the Stock Fund Manager of the Year award all hail from shops that make a point of staying squeaky clean.

Managers from Vanguard, Bridgeway, and Dodge & Cox managers made that cut. The 2004 nominees include:

  • John Montgomery of Bridgeway Funds,
  • Rob Lyon and the rest of the equity team at Dodge & Cox,
  • The domestic equity team managing ICAP Select Equity,
  • Richard Freeman of Smith Barney Aggressive Growth,
  • Howard Schow, Theo Kolokotrones, and Joel Fried of Vanguard Primecap d fund.

    On the fixed-income side Morningstar nominated:

  • Fidelity's municipal bond team
  • Pioneer's Margie Patel
  • Western Asset's bond team
  • FPA's Bob Rodriguez
  • MetWest's Kane, Landmann, and Rivelle  

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