Morningstar Announces Winners of 2017 Awards for Excellence in Investment

LONDON, 8th September 2017—Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has announced the winners of this year’s Morningstar Awards for Excellence in Investment.

The Awards took place at the Kensington Roof Gardens on 7th September, recognising individual fund managers and fund groups that have made a substantial contribution to the UK retail investment management industry.

The 2017 winners are:

• Outstanding Fund Manager 
  Stephen Harker, Man GLG Japan CoreAlpha
• Outstanding Rising Talent 
  Nitin Bajaj, Fidelity Asian Values, Fidelity Funds – Asian Smaller Companies
• Outstanding Investment House 
  Troy Asset Management

“These awards bring our extensive qualitative manager research to the fore and celebrate active managers who have rewarded UK investors and been excellent stewards of fund shareholders’ capital over the long term,” said Jonathan Miller, Director of UK Manager Research for Morningstar.

“Troy Asset Management was recognised for the Outstanding Investment House Award. We especially like the fact that Troy is much more focused on protecting and growing its clients’ money than in asset gathering. There’s a long-term philosophy to investing that permeates across the investment teams and investors have been handsomely rewarded.”

The awards draw on Morningstar’s qualitative manager research, which uses a globally consistent five-pillar methodology to ascertain a Morningstar Analyst Rating™ for funds under coverage. The five pillars in the Morningstar Analyst Rating methodology are Process, People, Parent, Performance, and Price.