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Fund Spy

Announcing Morningstar’s 2015 Fund Managers of the Year

Check out the winners, and discover what makes them stand out.

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Our manager research team at Morningstar analyzes and rates more than a thousand fund managers every year and speaks to hundreds more whose funds we don’t cover. Over the years, we’ve come to appreciate how difficult it is for most active managers to perform consistently well using a repeatable, well-executed process. That’s why we begin each year by recognizing some of those who do as Morningstar Fund Managers of the Year.

Our selections come from the universe of funds that have current Morningstar Analyst Ratings of Gold, Silver, or Bronze, an indication that our analysts have conviction in the managers’ ability to outperform their categories and/or benchmarks on a risk-adjusted basis over the long haul. To get such a rating, analysts use our five-pillar framework to go in-depth on Process, People, Performance, Parent, and Price, and then must take their recommended rating through our Ratings Committee for approval.

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