Morningstar utroper vinnerne av 2020 Pan-European Morningstar Awards for Investing Excellence.
Disse prisene anerkjenner bransjens dyktigste forvaltere, mest lovende talenter og investorvennlige selskaper.
PARIS, 26. november - Morningstar, Inc. (Nasdaq: MORN), en ledende leverandør av uavhengig investeringsresearch kunngjorde i dag vinnerne av 2020 Pan-European Morningstar Awards for Investing Excellence. Prisene anerkjenner porteføljeforvaltere og fondsselskaper som viser utmerkede investeringsferdigheter, motet til å skille seg fra konsensus til fordel for investorene, og interesser som sammenfaller med interessene til fondsinvestorene.
Disse prisene baseres på Morningstar sin kvalitative fremtidsrettede metode for rangering av fond, Morningstar Analyst Rating. Morningstar tildeler Morningstar Analyst Rating til fond der våre Morningstar analytikere foretar en kvalitativ vurdering, vanligvis gjennom forvalterintervjuer og andre kilder. Denne vurderingen omhandler tre «pilarer» - People, Process, og Parent – hvor ratingen reflekterer hvor bra analytikerne forventer at fondet skal prestere etter at avgiftene er fratrukket, samtidig som risiko hensyntas.
Vinnerne av 2020 Pan-European Morningstar Awards for Investing Excellence er:
-
Outstanding Portfolio Manager:
Philippe Igigabel – HSBC GIF Euro High Yield Bond
-
Rising Talent:
Lorenzo Pagani – PIMCO GIS Euro Bond
-
Outstanding Investment House:
Baillie Gifford
Mara Dobrescu, Director of Research for EMEA og Asia kommenterer: “Det er med glede vi kunngjør at Philippe Igigabel har vunnet den prestisjetunge Outstanding Portfolio Manager Award. Hvert år ser vi etter en person som har levert eksepsjonell langsiktig avkastning. I løpet av hans 20 år som porteføljeforvalter har Pilippe Igigabel på dyktig vis implementert en selektiv, høyt overbevisende og verdivurderingsdreven tilnærming i det europeiske høyrentemarkedet. Han er en imponerende investor og en eksepsjonell forvalter av investorenes kapital».
“Lorenzo Pagani, porteføljeforvalter av PIMCO GIS Euro Bond, er vinneren av vår Rising Talent Award. Denne kategorien inneholder en liste over fremadstormende forvaltere i universet som Morningstar dekker, med mindre enn syv års ansettelse som porteføljeforvaltere og som allikevel har levert eksepsjonelle resultater til investorene over den perioden. Pagani har benyttet seg av PIMCO sine omfattende ressurser til å styre denne strategien på en beundringsverdig måte fra han overtok som hovedporteføljeforvalter i 2017».
Mathieu Caquineau, Associate Director of Manager Research for EMEA og Asia, kommenterer: “Baillie Gifford er tildelt vår Outstanding Investment House Award. Med High i Morningstar Parent Rating har denne kapitalforvalteren vist et urokkelig fokus på investorenes interesser, hvor de drar nytte av en sterk investeringskultur, samt at utskiftningene i personalet er blant de laveste i bransjen».
Vinnerne ble kunngjort i et digitalt format på Morningstar.no.
Klikk her for videointervjuet med Lorenzo Pagani, vinneren av Rising Talent kunngjort 24. november.
Klikk her for videointervjuet med Philippe Igigabel, vinneren av Outstanding Portfolio Manager kunngjort 25. november.
Klikk her for videointervjuet med Gavin Scott, partner i Baillie Gifford - vinneren av Outstanding Investment House kunngjort 26. november.
Methodology
The Pan-European Morningstar Awards for Investing Excellence winners are chosen based on in-depth qualitative evaluation by Morningstar's manager research group. To be eligible for the Outstanding Portfolio Manager award, managers must run one or more investment strategies currently available for sale in at least two European countries that have received a Morningstar Analyst Rating™ (Analyst Rating) of Gold or Silver on at least one share class. Rising Talent award nominees must run or co-run an investment strategy currently available for sale in at least two European countries that have received an Analyst Rating of Gold, Silver, or Bronze on at least one share class, or be featured in Morningstar Prospects, a publication that highlights strategies under consideration for full analyst coverage. Rising Talent Award nominees must also have less than seven years’ tenure on the strategy they are currently managing yet have delivered exceptional results to investors over that span of time. Nominees for Outstanding Investment House must actively distribute funds in at least two European countries and have a Morningstar Parent rating of High. They must demonstrate a track record of putting their clients' interests ahead of their own and have delivered great long-term results for investors.
The full methodology for the awards is available here. Morningstar has granted annual awards to accomplished portfolio managers since 1988. For more information about Morningstar Awards, visit https://go.morningstar.com/Morningstar-Awards.
About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $215 billion in assets under advisement and management as of Sept. 30, 2020. The Company has operations in 27 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on Twitter @MorningstarInc.
###
Morningstar's Manager Research Group consists of various wholly owned subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC. Analyst Ratings are subjective in nature and should not be used as the sole basis for investment decisions. Analyst Ratings are based on Morningstar's Manager Research Group's current expectations about future events and therefore involve unknown risks and uncertainties that may cause such expectations not to occur or to differ significantly from what was expected. Analyst Ratings are not guarantees nor should they be viewed as an assessment of a fund's or a fund's or separately managed account's underlying securities' creditworthiness. This press release is for informational purposes only; references to securities or a separately managed account investment strategy in this press release should not be considered an offer or solicitation to buy or sell the securities or to invest in accordance with that strategy.
©2020 Morningstar, Inc. All Rights Reserved.
