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Morningstar Awards for Investing Excellence--Exemplary Stewardship Nominees

These three firms are in the running for our 2020 award.

Today, Morningstar shares the 2020 nominees for the Morningstar Awards for Investing Excellence: Exemplary Stewardship. The winner, alongside the recipients of the Outstanding Portfolio Manager and Rising Talent awards, will be announced in late June.

Exemplary stewards have demonstrated over time that they put investors’ interests ahead of their own. Eligible candidates must have earned Morningstar analysts’ highest conviction in their earnest stewardship of investor capital. That’s currently a limited number of U.S. investment firms; each has fostered an investors-first investment and commercial culture. From that group, Morningstar this year has nominated three firms for its Exemplary Stewardship award. All three earn a Parent Pillar rating of High.