Who Was Manager of the Year?
   The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
Tuesday, December 16, 2003

Who Was Manager of the Year?

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

    Printed from:

    Copyright 2003, InvestmentWires, Inc.
    All Rights Reserved