Skip to Content
Fund Spy

A Preview of the 2014 Morningstar International-Stock Fund Manager of the Year Competition

These managers are potential contenders for this year's honor.

Mentioned: , , , , , , , , ,

There are just a couple of months left in 2014, so it makes sense to see how the competitions for the Morningstar Fund Manager of the Year awards are progressing. We covered the domestic-stock asset class in this column last week. Here, we handle international equity, and we will address the other asset classes in upcoming columns. 

The candidates for the Fund Manager of the Year awards must have much more than superior calendar-year returns going for them. The contenders must also boast impressive long-term records, follow sound strategies, and have a history of serving many investors well. Toward that end, I screened for actively run diversified emerging-markets, foreign-stock, and world-stock funds with Morningstar Analyst Ratings of Bronze or better, top-quartile year-to-date and 10-year returns, and at least one manager who has been in place for 10 years or more.

William Samuel Rocco does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.
  • Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.