Morningstar Inc. has announced the nominees for its 2014 U.S. Fund Manager of the Year awards.
The awards acknowledge managers who not only delivered impressive performance in 2014, but who have also shown excellent long-term risk-adjusted returns, and have been good stewards of fund shareholders’ capital, Morningstar says. Morningstar selects leaders in five categories: domestic stock, international stock, fixed income, alternatives and allocation.
“Investors experienced more volatile equity markets and a decline in bond yields in 2014, yet our nominees for the Fund Manager of the Year awards achieved excellent performance and aptly maneuvered through the year’s surprises,” says Jon Hale, Morningstar’s director of manager research, North America.
The winners will be announced on CNBC’s “Power Lunch” program Jan 21. More information on the U.S. Domestic-Stock Fund Manager of the Year award nominees can be found at http://www.morningstar.com/goto/fmoy2014-nominees. Morningstar will highlight the nominees for the other four categories on Morningstar.com during the next two weeks.
The nominees for the 2014 Fund Manager of the Year awards are:
Domestic-Stock Fund Manager of the Year:
• Phillip N. Davidson, Kevin Toney, Brian Woglom, and Michael Liss, American Century Mid Cap Value, American Century Value, and American Century Equity Income.
• Juliet Ellis, Juan Hartsfield, and Clay Manley, Invesco Small Cap Growth.
• Todd Ahlsten and Ben Allen, Parnassus Core Equity.
• Theo Kolokotrones, Joel Fried, Al Mordecai, Mohsin Ansari, and James Marchetti, Primecap Odyssey Aggressive Growth, Primecap Odyssey Growth, Primecap Odyssey Stock , Vanguard Capital Opportunity, Vanguard Primecap Core, and Vanguard Primecap.
• Brian Berghuis, T. Rowe Price Mid-Cap Growth.
International-Stock Fund Manager of the Year:
• David Samra and Daniel O’Keefe, Artisan International Value and Artisan Global Value.
• Charles Pohl, Diana Strandberg, and team, Dodge and Cox International Stock.
• Justin Thomson and team, T. Rowe Price International Discovery.
Fixed-Income Fund Manager of the Year:
• Franco Castagliuolo and Bill Irving, Fidelity GNMA and Fidelity Government Income.
• Steve Smith, David Hoffman, and John McIntyre, Legg Mason Brandywine Global Opportunities Bond.
• Michael Garrett, Vanguard GNMA, Admiral Shares.
• Ken Leech, Carl Eichstaedt, and Mark Lindbloom, Western Asset Core Bond and Western Asset Core Plus Bond.
Alternatives Fund Manager of the Year:
• Joel Greenblatt and Robert Goldstein, Gotham Absolute Return.
• Robert T. Jones, and team, Robeco Boston Partners Long/Short Equity.
• James Troyer, Michael Roach, and James Stetler, Vanguard Market Neutral.
Allocation Fund Manager of the Year:
• Anne Lester and team, JPMorgan SmartRetirement target-date series.
• David Giroux, T. Rowe Price Capital Appreciation.
• Edward P. Bousa and John C. Keogh, Vanguard Wellington.