10 fund firms are
in the running for an investment research firm's three annual awards. And this time, no firms received more than one nomination each.
| Sarah Bush Morningstar Director of Manager Research Practice, North America | |
Yesterday,
Sarah Bush, director of manager research in North America for
Morningstar,
revealed the
nominees for the 2021
Morningstar Awards for Investing Excellence. These are M*'s third annual Investing Excellence awards, after they were
created in 2019 to replace the Chicago-based firm's long-running prior U.S. fund awards.
Repeat nominees this year include:
Baird's Mary Ellen Stanek, (PM of the
Baird Aggregate Bond Fund and the
Baird Core Plus Bond Fund, among others), who received her
third nomination for "outstanding portfolio manager":
Capital Group, which received its
third nomination for "exemplary stewardship";
Diamond Hill's John McClain (PM of the
Diamond Hill Corporate Credit Fund and the
Diamond Hill High Yield Fund), who was nominated as a "rising talent" for a second year in a row:
Dodge & Cox, which received its third nomination for "exemplary stewardship"; and
Fidelity's Joel Tillinghast (PM of the
Fidelity Low-Priced Stock Fund, among others), who received his third nomination for "outstanding portfolio manager."
New nominees this year include:
BlackRock's Rick Rieder (PM of the
BlackRock Strategic Global Bond Fund, the
BlackRock Strategic Income Opportunities Fund, and the
BlackRock Total Return Fund, among others) for "outstanding portfolio manager";
J.P. Morgan's Jeff Geller (PM of the
JPMorgan Global Allocation Fund, among others) for "outstanding portfolio manager";
Pimco's Sonali Pier (PM of the
Pimco Diversified Income Fund) for "rising talent";
Primecap for "exemplary stewardship"; and
T. Rowe Price's Justin white (PM of the
T. Rowe Price All-Cap Opportunities) for rising talent.
"This year's nominees represent the best of the industry, advancing the investing discipline forward and delivering positive outcomes to investors with strong, research-driven processes," Bush states.
The M* team will reveal the winners next Monday, June 21. 
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