These Portfolio Managers Are Delivering Exceptional Value
According to independent research firm Morningstar, portfolio managers from Causeway Capital Management, PIMCO, and Capital Group’s American Funds have outperformed their benchmarks and are providing great value to financial advisors and their clients. The 2026 Awards for Investing Excellence, presented by Morningstar on April 8, recognized these managers for their outstanding performance.
To be eligible for these prestigious awards, the funds managed by these portfolio managers must meet specific criteria, including being large enough to be covered by Morningstar analysts and having high ratings. The awards highlight the best of the best in active management and recognize managers and firms that have consistently provided value to investors.
Causeway Capital Management – Outstanding Equity Portfolio Manager
Harry Hartford and Sarah Ketterer of Causeway Capital Management were awarded for their exceptional performance in managing the Causeway International Value Fund and the Causeway Global Value Fund Investor. With a focus on fundamental research and quantitative analysis, Hartford and Ketterer have steered their funds to top-quintile returns while maintaining a distinct investment approach compared to their peers. Causeway’s reputation for deep fundamental analysis and contrarian investments has set them apart in the industry.
PIMCO – Outstanding Fixed Income Portfolio Manager
Jerome Schneider of PIMCO was recognized for his expertise in managing the PIMCO Short-Term Fund’s ultrashort bond strategy. Schneider’s focus on fixed-income assets in high-yield, non-U.S., and emerging markets has provided investors with excess return opportunities while ensuring capital preservation and liquidity. PIMCO’s short-term bond funds have consistently performed well, thanks to Schneider’s leadership and his team’s specialized approach to short-term bonds.
Capital Group’s American Funds – Outstanding Allocation Portfolio Managers
Michelle Black, Samir Mathur, and Wesley Phoa of Capital Group’s American Funds received the award for their exceptional leadership in managing target-date, target-risk, and 529 college savings funds. Since the reorganization of Capital Group’s multi-asset team, the trio has delivered stellar results, outperforming benchmarks and achieving the highest Sharpe ratio in their category. The team’s active management approach and focus on selecting the best funds have been key to their success.
PIMCO – Exemplary Stewardship
PIMCO was honored for its exemplary stewardship and disciplined investment culture. With a deep roster of talented portfolio managers and a long record of consistent execution, PIMCO has established itself as a premier fixed-income firm. The firm’s commitment to providing value to investors through a broad set of capabilities and a co-manager structure in flagship vehicles has set it apart in the industry.
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