Thursday, January 16, 2014

Morningstar Announces 2013 Fund Manager Award Winners

Morningstar recently announced its 2013 U.S. Fund Manager of the Year award winners. The awards acknowledge managers who delivered impressive performance for the year, have shown excellent long-term risk-adjusted returns, and have been good stewards of fund shareholders’ capital.  Among the winners:

The Fixed-Income Fund Managers of the Year are Daniel J. Ivascyn and Alfred T. Murata with PIMCO Income.

The fund gained 4.8 percent in 2013, boosted by its core investment in non-agency mortgage-backed securities and smaller holdings in investment-grade and high-yield corporate securities. Ivascyn and Murata’s three- and five-year trailing returns have also been in the multi-sector bond category’s best quintile, and have kept the fund’s volatility below the average of its category's peers.

Source: Financial Advisor magazine

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PIMCO Income (PONDX) is a component of the D2 Capital Management Multi-Asset Income Portfolio. 

Disclosure:  I own the D2 Capital Management Multi-Asset Income Portfolio.

The views expressed here are that of myself or the cited individual or firm and do not constitute a recommendation, solicitation, or offer by myself, D2 Capital Management, LLC or its affiliates to buy or sell any securities, futures, options or other financial instruments or provide any investment advice or service. D2, its clients, and its employees may or may not own any of the securities (or their derivatives) mentioned in this article.

 The Jacksonville Business Journal has ranked D2 Capital Management in the top 25 of Certified Financial Planners in Jacksonville.  The Firm is also a member of the Financial Planning Association of Northeast Florida, the Jacksonville Chamber of Commerce, the Southside Businessmen's Club, and the Beaches Business Association. 

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