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Morningstar Awards for Investing Excellence

edited June 16 in Fund Discussions
Morningstar announced the nominees for the 2025 Morningstar Awards for Investing Excellence.

Eligibility requirements include an analyst-assigned M* Medalist Rating of Bronze
or higher and a People Pillar rating of Above Average or High.
M* will announce the winners in early July.

Outstanding US Equity Portfolio Manager Nominees
Will Danoff - Fidelity Contrafund
Bill Nygren - Oakmark, Oakmark Select
David Samra - Artisan International Value

https://www.morningstar.com/funds/morningstar-awards-investing-excellence-outstanding-equity-portfolio-manager-nominees

Outstanding Fixed-Income Portfolio Manager Nominees
Richard D. Figuly - JPMorgan Core Bond
Bryan C. Krug - Artisan High Income
Ford E. O’Neil - Fidelity Advisor Total Bond

https://www.morningstar.com/bonds/morningstar-awards-investing-excellence-outstanding-fixed-income-portfolio-manager-nominees

Outstanding Allocation Portfolio Manager Nominees
Michael Gates - BlackRock Target Allocation ETF series
David Giroux - T. Rowe Price Capital Appreciation
Phil Green - BlackRock LifePath Dynamic Fund series

https://www.morningstar.com/funds/morningstar-awards-investing-excellence-outstanding-allocation-portfolio-manager-nominees

Comments


  • glad to see Giroux in the most appropriate category, recognition beyond GARP equity.
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