Morningstar Awards celebrates industry excellence

Edgepoint wins new fund-stewardship award.

Diana Cawfield 25 November, 2015 | 10:00PM
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Presented at this year's Morningstar Awards held on Nov. 25 were several new honours for fund managers, most notably the Morningstar Analysts' Choice Steward of the Year. The inaugural winner of this award is EdgePoint Wealth Management Inc. The independent Toronto-based firm, founded by former Trimark managers, launched its mutual-fund family of four funds in November 2008, in the midst of a bear market.

"EdgePoint built top-rated stewardship practices into its DNA right from the get-go," says Christopher Davis, Morningstar's director of manager research. "They kept their line-up simple, avoided expensive marketing to keep costs low, and committed to close funds at conservative asset levels. Heavy co-investment assures alignment with fundholder interests."

EdgePoint's mutual-fund line-up today consists of the same four funds it started out with seven years ago. Two of them -- EdgePoint Global Portfolio and EdgePoint Global Growth & Income Portfolio -- are award winners this year in their fund categories.

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Diana Cawfield

Diana Cawfield  

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