Artisan trio tabbed as Morningstar's U.S. stock fund manager of year

A team that manages three mutual funds for Milwaukee-based Artisan Partners LP was named 2011 domestic stock manager of the year by Morningstar Inc.
JAN 05, 2012
A team that manages three mutual funds for Milwaukee-based Artisan Partners LP was named 2011 domestic stock manager of the year by Morningstar Inc. Scott Satterwhite, James Kieffer and George Sertl, who together run three value-style funds, won the award, the Chicago-based company said today in a statement on its website. The team's $7.2 billion Artisan Mid Cap Value, the $2.8 billion Artisan Small Cap Value and the $562 million Artisan Value outperformed 99 percent, 65 percent and 96 percent of peers over the past year, according to data compiled by Bloomberg. The team that manages the $4.3 billion Tweedy, Browne Global Value Fund won the award for best international stock fund manager. The fund, which topped 95 percent of rivals, is run by William Browne, John Spears, Tom Shrager and Bob Wyckoff. John Carlson, who oversees the $4.2 billion Fidelity New Markets Income Fund, was named fixed-income fund manager of the year. He outperformed 99 percent of competitors over the last year, Bloomberg data show. The awards are based on short- and long-term performance adjusted for risk, according to Morningstar. --Bloomberg

Latest News

Fed and FDIC ease bank insider lending rules in latest deregulatory push
Fed and FDIC ease bank insider lending rules in latest deregulatory push

The proposals extend a wave of regulatory relief in 2026 that has already loosened capital requirements for community banks.

FMG Suite adds four senior leaders to scale AI and enterprise growth
FMG Suite adds four senior leaders to scale AI and enterprise growth

The advisor marketing platform is expanding its leadership team to accelerate enterprise sales and AI-driven compliance tools.

Retirement income shouldn’t be an afterthought
Retirement income shouldn’t be an afterthought

Why “one big pool of money” needs predictability—and a plan.

LPL posts record adjusted earnings as recruiting pipeline hits new high
LPL posts record adjusted earnings as recruiting pipeline hits new high

Advisor recruiting climbed to its strongest pace in nearly two years, while CEO Richard Steinmeier said the firm has "cleared the decks" for bigger institutional deals.

Red Oak, WealthReach ink deals to cement compliance and marketing leadership
Red Oak, WealthReach ink deals to cement compliance and marketing leadership

The combinations involving MirrorWeb and AdvisorRankings illustrate how AI is reshaping both wealth firm operations and wealthtech platforms' business models.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income