Morningstar Announces Winners of 2014 Morningstar OBSR Awards for Excellence in Investment

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Printer-friendly versionPrinter-friendly versionLONDON, 5th September 2014—Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has announced the winners of this year’s Morningstar OBSR Awards for Excellence in Investment.Morningstar presented dual winners Alexander Darwall, manager of the Jupiter European fund, and Richard Woolnough, manager of MandG’s Corporate Bond fund, Strategic Bond fund, and Optimal Income fund, with its Outstanding Fund Manager Award for their ability to deliver exceptional, consistent returns across a range of market conditions.The annual Morningstar OBSR awards took place at the Dorchester Hotel on 4th September, recognising individual fund managers and fund groups that have made a substantial contribution to the retail investment management industry. All three of the awards are based on Morningstar OBSR’s qualitative research.The 2014 winners are:• Outstanding Fund Manager: Alexander Darwall at Jupiter and Richard Woolnough at MandG• Outstanding Rising Talent: Nick Kirrage and Kevin Murphy at Schroders• Outstanding Investment House: J O Hambro Capital ManagementRuli Viljoen, head of UK manager research for Morningstar OBSR, said, “Our awards recognise the outstanding talent that the UK investment industry has to offer, drawing on our extensive qualitative manager research to indentify the funds and their managers that have the potential to outperform peers over the long term. “This year Morningstar has chosen to recognise both Alexander Darwall from Jupiter and Richard Woolnough from MandG Investments with the Outstanding Fund Manager Award. Both managers stood out for their skill in providing stable returns for their investors in an array of challenging market cycles. “We have also recognised Nick Kirrage and Kevin Murphy from Schroders with the Outstanding Rising Talent Award as they continue to impress with their diligence and strong performance. Our analysts assigned positive Morningstar OBSR Analyst Ratings to their funds, which signal our conviction in their talents.“J O Hambro Capital Management was voted Outstanding Investment House for the high level of quality demonstrated across a range of funds and strategies, which is supported by the seven positive Morningstar OBSR Analyst Ratings assigned to the firm’s funds.” - Ends -Notes to EditorsMorningstar assigns a Morningstar OBSR Analyst Rating™ to funds using a five-tiered rating scale of Gold, Silver, Bronze, Neutral, and Negative. Morningstar Medalists—those funds that have received a Gold, Silver, or Bronze rating—are funds that Morningstar analysts determine are likely to outperform their peer groups and/or relevant benchmarks on a risk-adjusted basis over a market cycle of at least five years. For more information about Morningstar’s manager research and ratings, please visit and Morningstar OBSR Morningstar OBSR is the brand associated with the Analyst Ratings from Old Broad Street Research (OBSR), a subsidiary of Morningstar UK Ltd, and is a leading provider of independent qualitative investment research. It draws upon the whole of the funds market for its investment strategy analysis to deliver in-depth views on approximately 900 funds available to UK investors, The Morningstar OBSR Analyst Ratings are widely acknowledged as comprehensive marks of quality; Morningstar OBSR does not charge fund managers to research and rate their funds. About Morningstar UK Limited and Morningstar, Inc.Morningstar UK Limited is a subsidiary of Morningstar, Inc., 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, and retirement plan providers and sponsors. Morningstar provides data on approximately 473,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 12 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $169 billion in assets under advisement and management as of June 30, 2014. The company has operations in 27 countries.Analyst Ratings are subjective in nature and should not be used as the sole basis for investment decisions. Analyst Ratings are based on Morningstar analysts’ current expectations about future events and therefore involve unknown risks and uncertainties that may cause Morningstar’s expectations not to occur or to differ significantly from what was expected. Morningstar does not represent its Analyst Ratings to be guarantees nor should they be viewed as an assessment of a fund’s or the fund’s underlying securities’ creditworthiness. This press release is for informational purposes only; it should not be considered an offer or solicitation to buy or sell the mutual funds noted within.©2014 Morningstar, Inc. All Rights Reserved.
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