Six funds added to Morningstar analyst coverage list

Meet the newest (and not so new) Morningstar Medalists.

Christopher Davis 6 February, 2017 | 6:00PM

Morningstar's manager research analysts added six new funds to the coverage list late last year and in January 2016. Also, we re-evaluated another fund already under coverage following a manager departure. Below, we roundup the latest batch of Analyst Ratings updates.

New Ratings

PH&N Vintage (Silver)
This offering shares the same management team and a similar process as Bronze-rated PH&N Canadian Equity, but its more distinctive portfolio earns it a Silver rating. Doug Stadelman and Scott Lysakowski, finalists for the 2016 Morningstar Domestic-Equity Fund Manager of the Year award, stand out for meticulous bottom-up research and disciplined execution. Where they excel most is in artful portfolio construction. The managers rely on their "playbook"--their guide to investing in stocks or sectors based on the economic environment--and valuation relative to a company's growth rate for position sizing. Lead manager Stadelman has only been on board since 2009. Poor performance in prior years still casts a pall on the fund's long-term record.

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About Author

Christopher Davis

Christopher Davis  Christopher Davis is Director of Manager Research at Morningstar Canada.

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