These 4 Fund Managers Are Rising Stars
See what sets these fund managers apart.
Source: morningstar.com
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Pulling Back the Curtain on the People Pillar Rating of Bond Funds
Measuring the strength and weakness of an investment team is one of the core responsibilities of Morningstar’s Manager Research team. Good investment teams are appropriately staffed for the strategies they manage, demonstrate good judgment over time, and act in the best interests of their clients. A poor investment team may be mis-staffed, misaligned, or misbehaving. The difference can have a material impact on investment outcomes. Indeed, the People Pillar rating is an integral part of the ...
Source: morningstar.com
How We Think About Manager Changes
The article was published in the March 2021 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestor by visiting the website. In January, T. Rowe Price announced that manager Larry Puglia will retire from T. Rowe Price Blue Chip Growth (TRBCX) after a great run dating to 1993. After the announcement, we maintained our Above Average People and Process ratings and a Morningstar Analyst Rating of Silver. No, we weren’t downplaying Puglia’s role or skill. Rather, we saw...
New Zealand General New Zealand United States Morningstar Fundinvestor Henry Ellenbogen Jessica Spaly
Source: morningstar.com