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Fund Spy

Previous Morningstar Fund Manager of the Year Winners

When selecting our Fund Manager of the Year award winners, we look for managers:

  • Who have made a lot of money for a lot of investors over a long period of time, and who also had a good calendar year.
  • Who have blazed a trail with original research and who stick to their strategies through thick and thin.
  • Who are good stewards, putting fundholders' interests first rather than trying to extract every last penny from shareholders.

Previous winners are listed below; click on the year to see more details about the award recipients.

2008

  • Domestic-Stock Manager of the Year: Charlie Dreifus of Royce Special Equity
  • Fixed-Income Manager of the Year: Bob Rodriguez and Thomas H. Atteberry of FPA New Income
  • International-Stock Manager of the Year: David Samra and Dan O'Keefe of Artisan International Value

2007

  • Domestic-Stock Manager of the Year: Will Danoff, Fidelity Contrafund and Fidelity Advisor New Insights
  • International-Stock Managers of the Year: Hakan Castegren and Northern Cross Team, Harbor International
  • Fixed-Income Manager of the Year: Bill Gross, PIMCO Total Return and Harbor Bond

2006

  • Domestic Stock: O. Mason Hawkins and Staley Cates, Longleaf Partners Fund and Longleaf Partners Small Cap
  • International Stock: David Herro, Oakmark International and Oakmark International Small Cap
  • Fixed Income: Jeffrey Gundlach, TCW Total Return Bond

2005

  • Domestic Stock: Chris Davis and Ken Feinberg, Selected American S
  • International Stock: Rob Lyon, Matt Pickering and Jerrold Senser, ICAP International
  • Fixed Income: Tad Rivelle, David Lippman, Laird Landmann and Stephan Kane, Metropolitan West Total Return Bond

2004

  • Domestic Stock: Brian Berghuis, T. Rowe Price Mid-Cap Growth
  • International Stock: Bryan C. Cameron, Mario C. DiPrisco, Jacob M. Gofman, John A. Gunn, Gregory R. Serrurier, Diana S. Strandberg, and Kouji Yamada, Dodge & Cox International Stock
  • Fixed Income: Ken Leech and team, Western Asset Core Bond

2003

  • Domestic Stock: Howard Schow, Theo Kolokotrones, Joel Fried, Vanguard Primecap and Vanguard Capital Opportunity
  • International Stock: Bill Fries, Thornburg International Value
  • Fixed Income: Fidelity`s Municipal Bond Fund Team, Fidelity Spartan Municipal Income

2002

  • Domestic Stock: Joel Tillinghast, Fidelity Low-Priced Stock
  • International Stock: Rudolph-Riad Younes and Richard Pell, Julius Baer International Equity
  • Fixed Income: Management Team, Dodge andamp; Cox Income

2001

  • Domestic Stock: William C. Nygren, Oakmark Select
  • International Stock: Jean-Marie Eveillard and Charles de Vaulx, First Eagle SoGen Global
  • Fixed Income: Robert L. Rodriguez, FPA New Income

2000

  • Domestic Stock: Jim Gipson, Doug Grey, Peter Quinn, Michael Sandler, and Bruce Veaco, Clipper Fund
  • International Stock: Christopher Browne, William Browne and John Spears, Tweedy Browne Global Value Fund
  • Fixed Income: Bill Gross, PIMCO Total Return

1999

  • Domestic Stock: Jim Callinan, RS Emerging Growth
  • International Stock: Europacific Growth Team (Stephen Bepler, Martial Chaillet, Mark Denning, Alwyn Heong, Robert Lovelace, Janet McKinley and Thierry Vandeventer)
  • Fixed Income: Jerry Paul, Invesco High-Yield

1998

  • Domestic Stock: Bill Miller, Legg Mason Value Trust and Legg Mason Special Investment Trust
  • International Stock: Mark Yockey, Artisan International Fund
  • Fixed Income: Bill Gross and team, PIMCO Total Return, PIMCO Low Duration

1997

  • Domestic Stock: Mario Gabelli, Gabelli Asset Fund
  • International Stock: Helen Young Hayes, Janus Overseas and Janus Worldwide
  • Fixed Income: David Beldt, Morgan Grenfell Fixed-Income and Morgan Grenfell Municipal Bond

*1996

  • Domestic Stock: Shelby Davis, Davis New York Venture and Selected American Shares
  • Closed-End: Nick Adams, First Financial
  • International Stock: Hakan Castegren, Harbor International and Ivy International
  • Fixed Income: Joe Deane, Smith Barney Managed Municipals and Smith Barney California Municipals

*1995

  • Domestic Stock: Jack Laporte, T. Rowe Price New Horizons
  • International Stock: Jack Mussey, Colonial Newport Tiger
  • Fixed Income: Dan Fuss, Loomis Sales Bond

1994

  • Bob Rodriguez, FPA Capital and FPA New Income

1993

  • Jeff Vinik, Fidelity Magellan

1992

  • Bill Dutton, Skyline Special Equities

1991

  • Donald Yacktman, Selected American Shares

1990

  • Martin Whitman, Equity Strategies

1989

  • Tom Marsico, Janus Twenty

1988

  • Peter Lynch, Fidelity Magellan

1987

  • Jerry Palmieri, Franklin Growth

* Editor's Note: In 1995, Morningstar began distributing awards among three broad asset classes--domestic stock, international stock and fixed income. In 1996, however, Morningstar also presented an award in the closed-end fund category.