Morningstar announced today the nominees for its 2013 U.S. Fund Manager of the Year awards.
The award recognizes portfolio managers who demonstrated excellent investment skill and long-term risk-adjusted returns.
Established in 1988, each year Morningstar selects leaders in five strategies: domestic stock, international stock, fixed income, alternatives, and allocation.
The winners will be announced on Jan. 15 live on CNBC’s “Power Lunch” program.
The nominees are:
Domestic-Stock Fund Manager of the Year:
• William Martindale and Robert Mitchell, Conestoga Small Cap (CCASX)
• Team, Dodge and Cox Stock (DODGX)
• Dennis Lynch and team, Morgan Stanley Focus Growth (AMOAX), Morgan Stanley Growth (MSEQX), Morgan Stanley Mid Cap Growth (MPEGX), and Morgan Stanley Small Company Growth (MSSGX)
• Harry Burn, John DeGulis, and Gibb Kane, Sound Shore Fund (SSHFX)
• Larry Puglia, T. Rowe Price Blue Chip Growth (TRBCX)
International-Stock Fund Manager of the Year:
• Daniel O'Keefe and David Samra, Artisan International Value (ARTKX) and Artisan Global Value (ARTGX)
• Mark Yockey and team, Artisan International (ARTIX)
• Sarah Ketterer, Harry Hartford, and team, Causeway International Value (CIVVX)
• Team, Dodge and Cox International Stock (DODFX)
• David Herro and Rob Taylor, Oakmark International (OAKIX)
Fixed-Income Fund Manager of the Year:
• Team, Dodge and Cox Income (DODIX)
• Matt Eagan, Dan Fuss, and Elaine Stokes, Loomis Sayles Bond (LSBRX)
• Stephen Kane, Laird Landmann, and Tad Rivelle, Metropolitan West Total Return Bond (MWTRX)
• Daniel J. Ivascyn and Alfred T. Murata, PIMCO Income (PIMIX)
• Mark Vaselkiv, T. Rowe Price High-Yield (PRHYX)
Alternatives Fund Manager of the Year:
• Brian Hurst, Yao Hua Ooi, and team, AQR Managed Futures Strategy I (AQMIX)
• Michael Aronstein , MainStay Marketfield (MFLDX)
• Eric Connerly, Jay Feeney Jr., and team, Robeco Boston Partners Long/Short Research (BPIRX)
Allocation Fund Manager of the Year:
• Team, American Funds American Balanced (ABALX)
• Team, Dodge and Cox Balanced (DODBX)
• Mark Landecker, Steve Romick, and Brian Selmo, FPA Crescent (FPACX)
• David Giroux, T. Rowe Price Capital Appreciation (PRWCX)