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Morningstar Awards for Investing Excellence--Exemplary Steward Nominees

Bridget B. Hughes, CFA
Alec Lucas, Ph.D.

Last week, Morningstar revealed the nominees for two of the Morningstar Awards for Investing Excellence: Rising Talent and Outstanding Portfolio Manager. Today, Morningstar shares its nominees for the Exemplary Steward award. Winners for each award will be announced at the 2019 Morningstar Investment Conference in May.

Exemplary stewards of capital boast a demonstrated track record of putting their investors' and clients' interests ahead of their own. Candidates for the award must have a Morningstar Parent rating of Positive, which indicates both a strong investment culture as well as a strong commercial culture. In determining the final nominee list, Morningstar analysts considered those firms in which Morningstar analysts have the highest conviction of an investors-first mentality. Five nominees clearly emerged. 

Bridget B. Hughes, CFA does not own shares in any of the securities mentioned above.
Alec Lucas, Ph.D. does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.