MutualFundWire.com: 115 Fund Firms Win Big For Consistent Return
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MutualFundWire.com
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an InvestmentWires' Publication
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Thursday, March 12, 2026
115 Fund Firms Win Big For Consistent Return
| | | (From left to right) Michael Campagna, Adrian Chan, and Brandon Adkins talk onstage at the LSEG Lipper Fund Awards | |
Last night, 115 fund firms won recognition at an annual industry awards show in New York City. Big winners included Capital Group, Fidelity, Franklin Templeton, and Nuveen.
| | Adrian Chan
Franklin Templeton Investment Solutions
Senior Vice President, Head of Quantitative Investments | |
The LSEG team hosted the 2026 LSEG Lipper Fund Awards for the United States, returning for a third consecutive year to Manhatta (just a few floors above LSEG's own NYC offices high above the financial district). Fundsters gathered for a cocktail reception (featuring the "Loudmouth" and "Red Hook" cocktails), buffet dinner, and awards ceremony while enjoying panoramic views of the city and harbor. An LSEG spokesperson confirmed that more than 125 people were expected at the gala.
| | Jharonne Martis
LSEG
Head of Consumer Research | |
The Lipper team (now part of LSEG) has done its U.S. Lipper Fund Awards for more than 30 years, a spokesperson confirms, and this was their 23rd U.S. awards ceremony. Winners are determined based on funds' Lipper Leader ratings of "consistent return," which adjusts for risk and penalizes underperformance, as opposed to on absolute return. (Here's more information on the methodology behind the awards.)
"Technology can accelerate analysis. It cannot replace judgement," Jake Katz, head of analytics research at LSEG, said in his introductory remarks at last night's awards show. "In a market defined by noise, standards matter."
Following Katz's introduction, Brandon Adkins, head of Lipper North America research at LSEG, moderated a panel with two of this year's winners: Adrian Chan, senior vice president and head of quantitative investments at Franklin Templeton Investment Solutions; and Michael Campagna, research analyst and co-founding partner at Moerus Capital Management LLC. The trio discussed "Positioning Through the Business Cycle: Managing Opportunity and Risk." Then Jharonne Martis, director of consumer research at LSEG, presented awards to the attending fundsters.
TIAA's Nuveen won two group awards (more than any other fund firm), plus one fund award. Other group award winners this year included:
Capital Group (home of American Funds), 1 group award and 12 fund awards;
Brandes, 1 group award and 4 fund awards;
Ameriprise's Columbia Threadneedle, 1 group award and 3 fund awards;
First Eagle, 1 group award and 2 fund awards;
Lord Abbett, 1 group award and 1 fund award; and
BBH, 1 group award.
Franklin Templeton (including Putnam) and Fidelity led the awards pack with 25 fund awards each. Other big winners this year included:
Morgan Stanley (including Calvert and Eaton Vance), 14 fund awards;
AQR, 13 fund awards;
T. Rowe Price, 12 fund awards;
Invesco and Allianz's Pimco, 11 fund awards each;
Victory, 7 fund awards;
Nomura, Prudential's PGIM, and Vanguard, 6 fund awards each; and
Artisan Partners and Federated Hermes, 5 fund awards each.
8 firms won 4 fund awards each. Those winners are:
Allspring;
BlackRock;
DFA;
GMO;
J.P. Morgan;
Manulife John Hancock;
Pacific Heights Asset Management; and
Virtus.
5 firms won 3 awards each. Those winners are:
Baird;
Calamos;
Davis Selected Advisers;
Fisher Asset Management; and
Payden & Rygel.
28 firms won 2 awards each. Those winners are:
Absolute Capital Management LLC;
Alger;
AllianceBernstein;
American Beacon;
BNY Mellon;
Camelo Event-Driven Advisors;
Diamond Hill;
Dodge & Cox;
Dunham & Associates Investment Counsel;
Gotham Asset Management;
Guggenheim (including Rydex);
Hodges Capital Management;
Intrepid Capital Management;
Liberty Street Advisors;
Marsico Capital Management;
Moerus;
Mutual of America Capital Management;
Nationwide;
ProFunds;
Sit Investment Associates;
AMG's Third Avenue Management;
Thompson Investment Management;
Thornburg;
Touchstone;
Van Den Berg Management;
WCM Investment Management; and
Wrona Investment Management.
54 firms won 1 fund award each. Those winners are:
Aberdeen;
Baron;
Bramshill Investments;
Brown Advisory ;
Campbell & Investment Adviser;
Causeway Capital Management;
Channel Investment Partners;
Clearwater Management;
Crossmark Global Investments;
Cullen Capital Management;
Deschutes Portfolio Strategy;
Driehaus Capital Management;
Dupree & Company;
Eagle Global Advisors;
Edgemoor Investment Advisors;
Embassy Asset Management;
Fairholme Capital Management;
First Trust;
Fuller & Thaler Asset Management;
Gamco;
Goehring & Rozencwajg Associates;
Goldman Sachs;
Hartford Funds;
Homestead Advisers Corp;
Hood River Capital Management;
JOHCM;
LSV Asset Management;
Lyrical Asset Management;
Medalist Partners;
Mercer Investments;
MFS;
Midas Management Corporation;
North Square Investments;
Northern Trust;
Oberweis Asset Management;
Orrell Capital Management;
Potomac Fund Management;
RBC GAM;
Regan Capital;
Saratoga Capital Management;
SBAuer Funds;
Schwab;
Shelton Capital Management;
SMI Advisory Services;
Spyglass Capital Management;
State Street's SSIM;
Transamerica;
Value Line;
Vest Financial;
Viking Fund Management;
Voya;
WesBanco Bank; and
Yorktown Management & Research.
"The breadth of fund management groups represented across each category reflects the strong competition for the LSEG Lipper Fund Awards, which recognize fund managers demonstrating excellence across the industry," Adkins states. "These awards highlight the achievements of the asset management community, honouring firms that combine disciplined investment strategies with the ability to deliver strong, consistent results for investors."
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