Loomis, Primecap, and Vanguard Win Big In Chi-Town
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Friday, May 10, 2019

Loomis, Primecap, and Vanguard Win Big In Chi-Town

Yesterday was a big day for the teams at Loomis Sayles, Primecap, and Vanguard.

Daniel Fuss
Loomis, Sayles & Company
Vice Chairman, PM
Laura Pavlenko Lutton, director of manager research, North America, confirmed that Loomis Sayles Bond Fund PM Dan Fuss won "outstanding portfolio manager," Primecap Odyssey Aggressive Fund PM James Marchetti won "rising talent," and Vanguard won "exemplary stewardship" in Morningstar's 2019 U.S. Awards for Investing Excellence. Those three winners of the freshly rebooted awards program (built out of M*'s old U.S. Fund Manager of the Year awards) were featured on CNBC's "Power Lunch" program yesterday afternoon and recognized at the 2019 Morningstar Investment Conference in Chicago.

"Our 2019 winners have been great drivers of investor success," Pavlenko Lutton states. "The managers and firm selected all have one thing in common: they are investing and operating for the long haul by maintaining value-oriented strategies that stay true to client interests instead of their own."

This is Fuss' third win: he won M*'s fixed income manager of the year for 1995, and his team won the same award again for 2009.

This is Marchetti's second win: he and four other colleagues won domestic stock fund manager of the year for 2014. A Primecap trio also won the same award for 2003.

This is Vanguard's fifth win: Primecap's two prior wins both included Vanguard funds, and Vanguard also won two awards for 2015.

Other contenders for this year's awards included Baird, Capital Group, Dodge & Cox, Fidelity, FMI, and T. Rowe Price.

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