The Awards recognise the industry's most accomplished investors, most promising talents and shareholder-friendly
firms
Paris, 20 October 2020 -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research,
today announced the nominees for the 2020 Pan-European Morningstar Awards for Investing Excellence. The awards
recognise portfolio managers and fund firms that demonstrate excellent investment skill, the courage to differ from
the consensus to benefit investors, and an alignment of interests with fund shareholders.
Morningstar selects nominees in three categories: Outstanding Portfolio Manager, Rising Talent, and Outstanding
Investment House. The nominees for the 2020 Pan-European Morningstar Awards for Investing Excellence are:
Outstanding Portfolio Manager:
- Laurent Dobler – Comgest Growth Europe / Renaissance Europe
- Philippe Igigabel – HSBC GIF Euro High Yield Bond
- Robin Parbrook – Schroder ISF Asian Total Return
Rising Talent:
- Archibald Ciganer - T. Rowe Price Japanese Equity Fund
- Jack Nelson - Stewart Investors Global Emerging Markets Sustainability
- Lorenzo Pagani - PIMCO GIS Euro Bond
Outstanding Investment House:
- Baillie Gifford
- Capital Group
- Unigestion
Mathieu Caquineau, Associate Director of Manager Research for EMEA and Asia, comments: “It is with
great pleasure that we announce the nominees of this year’s Pan-European Morningstar Awards for Investing
Excellence. Despite adverse market conditions and unprecedented challenges posed to investors, the 2020 nominees
remained true to their investment style, demonstrated exceptional skill over time and remained focused on preserving
investors’ interests.”
The safety and well-being of our staff and clients is our top concern, and due to the ongoing COVID-19 outbreak, we
have taken the decision not to host a live event. Instead, we would like to honour and celebrate the winners of
these awards digitally. We will be announcing the winners on our European websites during the last week of November
2020.
Methodology
The Pan-European Morningstar Awards for Investing Excellence winners are chosen
based on in-depth qualitative evaluation by Morningstar's manager research group. To be eligible for the
Outstanding Portfolio Manager award, managers must run one or more investment strategies currently
available for sale in at least two European countries that have received a Morningstar
Analyst Rating™ (Analyst Rating) of Gold or Silver on at least one share class. Rising
Talent award nominees must run or co-run an investment strategy currently available for sale in at
least two European countries that have received an Analyst Rating of Gold, Silver, or Bronze on at least one share
class, or be featured in Morningstar Prospects, a publication that highlights strategies under
consideration for full analyst coverage. Rising Talent Award nominees must also have less than seven years’ tenure
on the strategy they are currently managing yet have delivered exceptional results to investors over that span of
time. Nominees for Outstanding Investment House must actively distribute funds in at least two
European countries and have a Morningstar Parent rating of High. They must demonstrate a track record of putting
their clients' interests ahead of their own and have delivered great long-term results for investors.
The full methodology for the awards is available here.
Morningstar has granted annual awards to accomplished portfolio managers since 1988. For more information about
Morningstar Awards, visit https://go.morningstar.com/Morningstar-Awards.
About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment
research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and
services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and
institutional investors the private capital markets. Morningstar provides data and research insights on a wide range
of investment offerings, including managed investment products, publicly listed companies, private capital markets,
and real-time global market data. Morningstar also offers investment management services through its investment
advisory subsidiaries, with approximately $205 billion in assets under advisement and management as of 30 June 2020.
The company has operations in 27 countries. For more information, visit www.morningstar.com/company. Follow
Morningstar on Twitter @MorningstarInc.
Morningstar's Manager Research Group consists of various wholly owned subsidiaries of Morningstar, Inc.
including, but not limited to, Morningstar Research Services LLC. Analyst Ratings are subjective in nature and
should not be used as the sole basis for investment decisions. Analyst Ratings are based on Morningstar's
Manager Research Group's current expectations about future events and therefore involve unknown risks and
uncertainties that may cause such expectations not to occur or to differ significantly from what was
expected. Analyst Ratings are not guarantees nor should they be viewed as an assessment of a fund's or a fund's
or separately managed account's underlying securities' creditworthiness. This press release is for informational
purposes only; references to securities or a separately managed account investment strategy in this press
release should not be considered an offer or solicitation to buy or sell the securities or to invest in
accordance with that strategy.
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