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January 05, 2015 at 10:04 AM
Morningstar on Monday announced the nominees for its 2014 U.S. Fund Manager of the Year awards. Morningstar selected nominees in five categories: domestic stock, international stock, fixed income, alternatives and allocation funds. The winners will be announced on Jan. 21.
“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,” Jon Hale, Morningstar’s director of manager research for North America, said in a statement.
Morningstar has recognized outstanding fund managers with this award since 1988. Nominees must not only have outperformed in 2014, but be able to show a record of long-term, risk-adjusted outperformance. They must also have received a gold, silver or bronze rating from a Morningstar analyst.
Among the nominees are 2013 winners in the international stock category, David Samra and Daniel O’Keefe, who manage the International and Global value funds at Artisan Funds. As of Nov. 30, those funds had year-to-date returns of 1.35% and 5.65%, respectively. Both funds are closed to most new investors.
— Check out last year’s nominees in Top 22 Fund Managers for 2013: Morningstar on ThinkAdvisor.
This year’s nominees are:
Domestic Stock Nominees
International Stock Nominees
Fixed Income Nominees
Alternatives Nominees
Allocation Fund Nominees