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Wednesday, March 23, 2016

101 Fund Families Win in Gotham

Reported by Neil Anderson, Managing Editor

101 mutual fund families won awards last night, with top honors going to Thrivent [profile] and TIAA [profile].

Francis Kinniry
Vanguard's Investment Strategy Group
Yesterday Thomson Reuters' Lipper arm held its 2016 fund awards at the Mandarin Oriental in New York City. In the afternoon fundsters gathered at the Mandarin for the 2016 Thomson Reuters Lipper Alpha Forum, and after the panel discussions the cocktail reception for the awards dinner party began. Lipper's Jeff Tjornehoj was the emcee, and about 300 fundsters from across the country turned up for the shindig. Here's the full list of who won what.

TIAA and Thrivent (in TIAA's case, for the fourth year in a row) won the overall large and small fund family awards. Other winners of family awards included Guggenheim [profile], TCW's MetWest [profile], Harris Associates' Oakmark [profile], and Primecap [profile]. Vladimir de Vassal of Glenmede Investment Management [profile] won the individual "excellence in fund management award" for research analysts.

101 fund families, including the six family award winners above, won awards for specific funds and categories. Of those winners, Lipper invited to the stage representatives of the 39 families who each had at least one winning fund in multiple performance time periods (three, five, and/or ten years). See below for a complete list of the families who won last night.

Lipper teamed up with a charity, the High Water Women Foundation. The foundation folk gathered donations at the party, raising money to help pay for new backpacks and school supplies for underprivileged students. The foundation also offers students financial literacy classes, taught by Wall Street executives. Fundsters who donated at least $100 to the foundation last night were entered into a drawing to win one of two brand new Tumi backpacks stuffed with all sorts of goodies.

In a new twist on the awards ceremony, each winner was serenaded to the stage by a different song made famous by film. Fundsters tried to match each song with the right movie, making their guesses via twitter, and the winning table received credits for the Mandarin Oriental hotel chain.

And that wasn't the only Hollywood touch last night. When leaving the ceremony, some fundsters were lucky enough to run into movie star Morgan Freeman as he was returning to the hotel.

Prior to the party, Lipper held its Alpha Forum. Featured speakers and panelists at the form included: Duncan Balsbaugh, senior market strategist for Thomson Reuters' IFR Markets division; Jeff Benjamin, senior columnist at InvestmentNews; Lisa Black, senior managing director, chief investment officer and head of global public markets at TIAA; Mark Carver, vice president at AQR [profile]; David Francis, head of equities at Thrivent; Tim Gaumer, global director of fundamental research at Thomson Reuters; Jeff Goldfarb, U.S. editor for Thomson Reuters' Breakingviews; Brian Jacobsen, chief portfolio strategist at Wells Fargo [profile]; Robert Jenkins, global head of research at Lipper; Francis Kinniry, principal in Vanguard's [profile] investment strategy group; Barry Mandinach, executive vice president and head of distribution for Virtus [profile]; Scott Minerd, chairman and global CIO at Guggenheim; and Candice Tse, senior market strategist at Goldman Sachs Asset Management [profile].

The 39 fund families that each had at least one fund that won in multiple time periods were:

Allianz Global Investors [profile]

American Century [profile]

Capital Group's American Funds [profile]

Artisan Partners [profile]

BlackRock [profile]

Canaval Hill

Charles Schwab [profile]

Cohen & Steers [profile]

Delaware [profile]

Eaton Vance [profile]

Fidelity [profile]

First Eagle [profile]

Franklin Templeton [profile]


Goldman Sachs

GMO [profile]

GW Capital Management

Harbor [profile]

Hartford [profile]

Waddell & Reed's Ivy [profile]

J.P. Morgan [profile]

Lazard [profile]

Lord Abbett [profile]

Matthews [profile]

Morgan Stanley [profile]

TIAA's Nuveen [profile]

Parnassus [profile]

Allianz's Pimco [profile]

PNC [profile]



Power's Putnam [profile]


SEI [profile]

Shelton [profile]

T. Rowe Price [profile]

USAA [profile]


Wells Fargo

The other 62 winning fund families were:

AB [profile]

AlphaSimplex [profile]

American Beacon [profile]


Robeco's Boston Partners [profile]

Brown Capital management [profile]


Capstone [profile]

Catalyst [profile]

Chickasaw [profile]

Columbia Threadneedle [profile]

Deutsche [profile]

DFA [profile]

BNY Mellon's Dreyfus [profile]

Driehaus [profile]

Dupree [profile]

Emerald Advisors

Emerald Mutual Fund Advisers Trust

Federated [profile]

Firsthand [profile]


Gamco's Gabelli [profile]


Hennessy [profile]

Highland [profile]

Janus [profile]

John Hancock [profile]

Leader [profile

Legg Mason [profile]

Leuthold Weeden [profile]

LoCorr [profile]

LSV [profile]

New York Life's MainStay [profile]

AMG's Managers Investment Group [profile]

TCW's MetWest

Nicholas [profile]

Harris' Oakmark

Oberweis [profile]

MassMutual's OppenheimerFunds [profile]

Payden & Rygel [profile]

ProFunds [profile]


Quaker [profile]

RE Advisers

Robeco Investment Funds

Guggenheim's Rydex



Third Avenue [profile]

Thornburg [profile]



Transamerica [profile]

Turner [profile]

Van Eck [profile]


Viking [profile]


Voya [profile]

Waddell & Reed

Wellington [profile]

William Blair [profile

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