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Top 18 Fund Managers of 2014: Morningstar

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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

  • Phillip Davidson, Kevin Toney, Brian Woglom and Michael Liss; American Century Mid-Cap Value (ACMVX), American Century Value (TWVLX) and American Century Equity Income (TWEIX)
  • Juliet Ellis, Juan Hartsfield and Clay Manley; Invesco Small-Cap Growth (GTSAX)
  • Todd Ahlsten and Ben Allen; Parnassus Core Equity (PRBLX)
  • Theo Kolokotrones, Joel Fried, Al Mordecai, Mohsin Ansari and James Marchetti; Primecap Odyssey Aggressive Growth (POAGX), Primecap Odyssey Growth (POGRX), Primecap Odyssey Stock (POSKX), Vanguard Capital Opportunity (VHCOX), Vanguard Primecap Core (VPCCX) and Vanguard Primecap (VPMCX)
  • Brian Berghuis; T. Rowe Price Mid-Cap Growth (RPMGX)

International Stock Nominees

  • David Samra and Daniel O’Keefe; Artisan International Value (ARTKX) and Artisan Global Value (ARTGX)
  • Charles Pohl, Diana Strandberg and team; Dodge & Cox International Stock (DODFX)
  • Justin Thomson and team; T. Rowe Price International Discovery (PRIDX)

Fixed Income Nominees

  • Franco Castagliuolo and Bill Irving; Fidelity GNMA (FGMNX) and Fidelity Government Income (FGOVX)
  • Steve Smith, David Hoffman and John McIntyre; Legg Mason Brandywine Global Opportunities Bond (GOBIX)
  • Michael Garrett; Vanguard GNMA Fund Investor Shares (VFIIX) and Vanguard GNMA Fund Admiral Shares (VFIJX)
  • Ken Leech, Carl Eichstaedt and Mark Lindbloom; Western Asset Core Bond (WACSX) and Western Asset Core Plus Bond (WAPSX)

Alternatives Nominees

  • Joel Greenblatt and Robert Goldstein; Gotham Absolute Return (GARIX)
  • Robert Jones and team; Robeco Boston Partners Long-Short Equity Institutional class (BPLSX) and Investor class (BPLEX)
  • James Troyer, Michael Roach and James Stetler; Vanguard Market Neutral Investor Shares (VMNFX) and Institutional Shares (VMNIX)

Allocation Fund Nominees

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