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Mimi Celeste TaylorMimiCeleste.Taylor@morningstar.com
Morningstar Announces Nominees for Morningstar European Fund Manager of the Year Awards 2017
LONDON, 4 May 2017—Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the nominees for its eighth annual Morningstar European Fund Manager of the Year Awards.

Morningstar’s European Fund Manager of the Year Awards draw upon the qualitative analysis of the company’s 30-member Europe, Middle East, and Africa (EMEA) manager research team to recognise the best fund managers. The awards are presented in three categories:
  • Fund Manager of the Year: European Equity;
  • Fund Manager of the Year: Global Equity; and
  • Fund Manager of the Year: Fixed-Income
“For the past eight years, we have seen the Morningstar European Fund Manager of the Year Awards as an opportunity to recognise fund managers whose success for investors is a shining example within the industry,” Javier Saenz de Cenzano, Director of Morningstar’s Manager Research Practice for EMEA, said. “Each award nominee is selected based on the five pillars of our Analyst Rating methodology, which encompass a range of factors from the process of the manager’s overall style and process, to the values espoused by the parent organisation, the price and related cost of investing, and of course performance.”

The nominees for the Morningstar European Fund Manager of the Year Awards 2017 are:

Morningstar Fund Manager of the Year: European Equity

Fund Manager / Fund / Morningstar Analyst Rating™
Hans-Peter Schupp / Fidecum Contrarian Value Euroland / Bronze
Martin Skanberg / Schroder European / Silver
Tim Stevenson / Henderson EuroTrust / Silver

Morningstar Fund Manager of the Year: Global Equity

Fund Manager(s) / Fund / Morningstar Analyst Rating™
Christopher Hart and Joshua Jones / Robeco BP Global Premium Equities / Silver
Jaap van der Hart / Robeco Emerging Stars Equity / Silver
Jeremy Podger / Fidelity Global Special Situations / Silver

Morningstar Fund Manager of the Year: Fixed-Income

Fund Manager(s) / Fund / Morningstar Analyst Rating™
Jim Leaviss / MandG Macro Bond / Silver
Rob Drijkoningen, Gorky Urquieta, and Bart van der Made / Neuberger Berman EMD Hard Currency / Silver
Sander Bus and Roeland Moraal / Robeco High Yield Bond / Silver

Morningstar’s EMEA manager research team, consisting of manager research analysts in the United Kingdom, France, Germany, Italy, Spain, the Netherlands, and Finland, nominates fund managers for the Morningstar European Fund Manager of the Year awards. To qualify for a nomination, at least one fund under a manager’s leadership must be a Morningstar Medalist--a fund that has garnered a Morningstar Analyst Rating™ of Gold, Silver, or Bronze. A fund manager may be nominated providing the fund associated with his or her nomination is available for sale in at least one European market.

For more information about Morningstar’s Analyst Rating methodology, please visit: http://corporate.morningstar.com/us/documents/MethodologyDocuments/AnalystRatingforFundsMethodology.pdf.

Morningstar will announce the winners of the Morningstar European Fund Manager of the Year Awards 2017 on Tuesday, 9 May.

--Ends--

Notes to Editors:
The Morningstar Analyst Rating represents Morningstar analysts’ opinion of a fund’s relative investment merit. The rating is a forward-looking measure and identifies the analyst team’s conviction in a fund’s long-term performance prospects relative to a relevant Pan-European and Asian peer group. The Morningstar Analyst Rating scale is Gold, Silver, Bronze, Neutral, and Negative.

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 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. The references above should not be considered a solicitation by Morningstar to buy securities.

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 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, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than US$200 billion in assets under advisement and management as of March 31, 2017. The company has operations in 27 countries.

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