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Portfolio > Mutual Funds > Equity Funds

Phillips to Leave Morningstar Research Post

By Janet Levaux

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Don Phillips will be stepping down as head of Morningstar’s Research group after the first of the year, the company says. Haywood Kelly, currently head of equity, credit and structured credit research, will assume Phillips’ responsibilities as global head of research on Jan. 1.

Phillips will remain a managing director as well as a member of the board of directors, a position he’s held since 1999. Both Kelly, 44, and Phillips, 51, will report to Joe Mansueto, Morningstar’s founder, chairman and CEO.

Phillips said in a statement that he’s “had a wonderfully rewarding career and believes passionately in Morningstar’s mission of helping investors.”

“Haywood has done a terrific job with our equity, corporate credit, and structured credit teams and has overseen our fund research in the past. He’s an excellent choice for this role, and I look forward to continuing to work closely with him,” Phillips explained.

Phillips joined Morningstar in 1986 and soon became editor of its flagship print publication, Morningstar Mutual Funds, in that role establishing a distinct editorial voice for the company. He helped to develop the Morningstar Style Box and the Morningstar Rating.

Kelly was named head of equity research in 1998, oversaw equity and fund research from 2000 to 2008 and became head of equity and credit research in 2009. He also has served as interim president of Morningstar Credit Ratings.

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