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Top-performing money managers: Q1 2013
In equities, energy strategies give some firms the edge in quarter marked by major theme shift. In fixed income, high-yield bonds still dominate, but sector loses some ground in current quarter.
Published: May 13, 2013
Top-performing money managers: Q4 2012
Value stocks and high yield bonds dominated their respective asset classes at the end of 2012.
Published: February 18, 2013
Top-performing money managers: Q3 2012
Small caps back to dominate the 1-year performance as investors feel confidence returning, while high-yield bonds return to forefront.
Published: November 12, 2012
Top-performing money managers: Q2 2012
All of the data for Pensions & Investments' quarterly “Top Performing Managers” report are provided from Morningstar Inc.'s global separate account/collective investment trust database. For information on the database, please contact separateaccounts@morningstar.com or call 312-384-4087.
Published: August 20, 2012
Top-performing money managers: Q1 2012
Large-cap growth strategies dominated the top 10 overall equity rankings in the year ended March 31, taking eight of the top 10 spots, according to Morningstar Inc.’s separate account/collective investment trust database. And in a rare occurrence, the entire top 10 was displaced from the ranking for the year ended Dec. 31, when energy strategies had four positions in the top 10. Among bonds, long-term strategies continued to dominate the top 10.
Published: May 14, 2012
Top-performing money managers: Q4 2011
Among fixed-income money managers, long-term bonds push high yields aside, and among equity managers, energy portfolios propel past small caps.
Published: February 20, 2012
Top-performing managers: Q3 2011
In equities, small-cap funds weather market plunge, while in fixed income long-term bonds end high yield's longtime reign.
Published: November 14, 2011
Top-performing managers: Q2 2011
In equities, small stocks once again came out ahead in the top 10 overall equity strategies, but things were looking especially good for domestic fixed-income managers, according to Morningstar Inc.'s separate account/collective investment trust database.
Published: August 22, 2011
Q1 Top Performing Money Managers
Small stocks again dominated the top 10 overall equity strategies in the year ended March 31, while high-yield and shorter-term bonds led the way for the top 10 overall bond strategies, according to Morningstar Inc.'s separate account/collective investment trust database.
Published: May 02, 2011
Top-performing managers
Smaller was better for the year ended Dec. 31 for equity managers in Morningstar Inc.’s separate account/collective investment trust database, and having investments in gold and technology didn’t hurt, either. In bonds, a continuing recovery in the mortgage-backed securities market contributed to solid returns for fixed-income managers during the same period.
Published: February 21, 2011
The Top-Performing Managers
High yield continues to be the top fixed-income strategy while natural resources, real estate and energy dominate equity portfolios in P&I's review of top-performing managers for the third quarter.
Published: November 15, 2010
Top-Performing Managers
Equity leaders couldn't duplicate last quarter's triple-digit returns but still managed well over 50%, while MBS managers made moves onto the high-yield-dominated fixed-income list.
Published: August 23, 2010
Top-performing equity and fixed income managers
For the year ended March 31, small-cap value managers led the equity pack while high-yield bond strategies were the top fixed-income performers for the second quarter in a row.
Published: May 03, 2010
Special report: Top-performing equity and fixed income managers
Triple-digit percentage gains and an eclectic mix of top performers characterized the equity universe in 2009, while high-yield bond strategies emerged as the top performers in the fixed-income arena.
Published: February 22, 2010
Top-performing managers: Equity, fixed income strategies benefit from economic revival
Midcap and small-cap equity strategies as well as long-term bond approaches were the cream of the third quarter crop in Morningstar Inc.'s separate account/collective investment trust database.
Published: November 16, 2009
Top-performing managers: More signs of recovery
Large-cap strategies and those focusing on value and blend styles dominated the top 10 equity portfolios, while long-duration and government bond managers were the leaders in fixed income.
Published: August 21, 2009
Top-performing managers: Coping in a tough year
Our quarterly report found that equity managers got a boost at the end of the first quarter, but firms at the top of the charts for the year followed non-traditional strategies. In fixed income, safety reigned supreme.
Published: May 04, 2009
Top-Performing Managers
Strategies high in cash and gold and those that aggressively shorted the market topped equity manager results for 2008 while long-term bonds were again the top-performing bond strategies in the fourth quarter.
Published: February 23, 2009
Top Performing Managers
This quarterly report, based on Morningstar’s separate account/collective investment trust fund database, digs into the best-performing equity and fixed income strategies and uncovers how the top fund managers outperformed their peers.
Published: November 10, 2008
Top Performing Managers
This quarterly report, based on Morningstar’s separate account/collective investment trust fund database, digs into the best-performing equity and fixed income strategies and uncovers how the top fund managers outperformed their peers.
Published: August 18, 2008
Top Performing Managers
This quarterly report, based on Morningstar’s separate account/collective investment trust fund database, digs into the best-performing equity and fixed income strategies and uncovers how the top fund managers outperformed their peers.
Published: May 12, 2008
Top Performing Managers
This quarterly report, based on Morningstar’s separate account/collective investment trust fund database, digs into the best-performing equity and fixed income strategies and uncovers how the top fund managers outperformed their peers.
Published: February 18, 2008
Top Performing Managers
Published: November 12, 2007
Top Performing Managers
This quarterly report, based on Morningstar’s separate account/collective investment trust fund database, digs into the best-performing equity and fixed income strategies and uncovers how the top fund managers outperformed their peers.
