Morningstar Announces 2026 Investing Excellence Award Winners
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 08 2026
0mins
Should l Buy MORN?
Source: Newsfilter
- Award Winners Announced: Morningstar has revealed the winners of the 2026 Investing Excellence Awards, recognizing Harry Hartford and Sarah Ketterer from Causeway Capital as Outstanding Equity Portfolio Managers, Jerome Schneider from PIMCO as Outstanding Fixed Income Portfolio Manager, and Michelle Black, Samir Mathur, and Wesley Phoa from Capital Group as Outstanding Allocation Portfolio Managers, with PIMCO also receiving the Exemplary Stewardship Award for its unwavering commitment to investor interests.
- Investment Philosophy and Decision-Making: Timothy Strauts, head of manager research, highlighted that this year's winners distinguished themselves through clear investment philosophies and decisive actions at critical moments, emphasizing the importance of discipline and consistency in long-term investing, which is crucial for investor returns and reflects Morningstar's definition of investing excellence.
- Webinar Featuring Winners: Morningstar will host a live webinar on April 9 featuring the 2026 award winners, discussing their investment philosophies and decision-making processes, aiming to provide deeper insights for investors based on learnings across market cycles.
- Research Methodology: Morningstar's manager research analysts conduct in-depth qualitative analyses to select nominees and vote for winners, ensuring that award recipients demonstrate exceptional performance in their respective fields, underscoring Morningstar's authority and influence in the investment management sector.
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Analyst Views on MORN
Wall Street analysts forecast MORN stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 184.280
Low
250.00
Averages
285.00
High
320.00
Current: 184.280
Low
250.00
Averages
285.00
High
320.00
About MORN
Morningstar, Inc. is a provider of independent investment insights in North America, Europe, Australia, and Asia. Its segments include Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. The Morningstar Data and Analytics segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. The PitchBook segment provides investors with access to a broad collection of data and research covering the private capital markets. Morningstar Wealth segment brings together its model portfolios and wealth platform; practice and portfolio management software for registered investment advisers; data aggregation and enrichment capabilities; and others. Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. The Morningstar Retirement segment offers products designed to help individuals reach their retirement goals.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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