Active
Learn about the latest trends in active investment strategies and their impact on investment performance.
June 22, 2021
Alternatives Manager of the Year: AQR Capital ManagementFormer professors-turned-asset managers take the prize with SPACs and convertible bond strategies.
June 22, 2021
Impact Manager of the Year: Brown AdvisoryWhile preparing for a recession, a pandemic hit, but the Brown Advisory team was well situated and remained agile.
June 22, 2021
Global, International, Emerging Market Equity Manager of the Year: Schroders Investment Management/Hartford FundsJames Gautrey and Simon Webber lead a large-cap core strategy focused on companies with "mispriced growth" or "growth gaps."
June 22, 2021
Small/Mid Cap Manager of the Year: Riverbridge PartnersLast year's "incredible" business disruption helped the strategy perform well, says portfolio manager Ross Johnson.
June 22, 2021
Small/Mid Cap Asset Manager of the Year: RMB Asset ManagementThe portfolio strategy was leveraged with a "smart" deployment of capital into value businesses.
June 22, 2021
Fixed Income Manager of the Year: Brandywine Global Investment Management"Managing fear" and finding value helped fuel the strategy's success in 2020.
June 22, 2021
Large Cap Equity Manager of the Year: Harbor Capital/Jennison AssociatesThe portfolio team looks at a longer-term horizon than others and at companies that create "true economic value."
June 22, 2021
Large Cap Equity Manager of the Year: Columbia Threadneedle Investments"Pessimism" is key to this strategy, which had a 23.1% return in 2020, says its portfolio manager Guy Pope.
June 22, 2021
Strategist & Overall Manager of the Year: WestEnd AdvisorsFour of the five high-conviction strategies are built with ETFs from Vanguard, BlackRock and State Street.
June 16, 2021
Here Are Morningstar's Outstanding Portfolio Manager of the Year NomineesIn addition, Morningstar announced nominees for rising talent portfolio managers and for asset managers showing exemplary stewardship.