Investment leaders recognized for disciplined performance and investor-first decision making
Morningstar, Inc., a leading provider of independent investment insights, announced the winners of the 2026 US Morningstar Awards for Investing Excellence. The awards recognize portfolio managers and asset management firms that Morningstar believes exemplify long-term investment skill, thoughtful risk-taking, and a consistent commitment to serving investors’ best interests.
The 2026 winners are:
- Outstanding Equity Portfolio Manager: Harry Hartford and Sarah Ketterer, Causeway Capital
- Outstanding Fixed Income Portfolio Manager: Jerome Schneider, PIMCO
- Outstanding Allocation Portfolio Manager: Michelle Black, Samir Mathur, and Wesley Phoa, Capital Group
- Exemplary Stewardship: PIMCO
“Over time, markets tend to favor consistency and discipline rather than short-term noise,” said Timothy Strauts, head of manager research, North America. “This year’s winners set themselves apart through clear investment philosophies, decisive action at critical moments, and an unwavering focus on investor outcomes. Their work reflects what Morningstar means by investing excellence.”
Profiles of each winner and highlights of their investment approach are available on Morningstar.com.
Live Webinar Featuring the 2026 Award Winners
Morningstar will host a live webinar featuring the 2026 award winners tomorrow, April 9, at 11 a.m. CT, with discussion led by Morningstar’s manager research team and a financial journalist co‑moderator. The program will offer insights into the winners’ investment philosophies, decision-making processes, and learnings across market cycles. Register to join the conversation.
Methodology
Morningstar’s manager research analysts conduct in-depth, qualitative analyses to select nominees and vote to determine award winners. Read the methodology for the US Morningstar Awards for Investing Excellence.
The Outstanding Portfolio Manager Award recognizes an individual or team who has produced exceptional returns over the long term. Morningstar presents awards in equity, fixed income, and allocation categories. To qualify, a manager’s strategy must currently earn a Morningstar Medalist Rating of Gold or Silver for at least one vehicle and/or share class in the appropriate asset class.
The Exemplary Stewardship Award recognizes an asset manager that has shown an unwavering focus on serving the best interests of investors. Eligible firms must have received a Parent Pillar rating of High or Above Average. The Parent Pillar rating measures the quality of the firm’s care of investors’ capital. The firm must demonstrate an investor-focused corporate culture and an alignment of interests between investors and the people who control the destiny of the investment strategies.
Source: Morningstar
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