Morningstar appoints McPhater and Dorricott to OBSR manager research team

Morningstar UK Ltd has appointed Simon Dorricott and Lindsay McPhater as investment analysts to its Morningstar OBSR manager research team.

Simon Dorricott and Lindsay McPhater will be responsible for analysing a range of funds and their respective managers across a broad spectrum of asset classes.

Dorricott joins from Standard & Poor’s, where he was an associate director on the fund research team, responsible for analysing and rating more than 100 funds across an array of equity sectors. Prior to that, Dorricott worked as an investment analyst for Origen Financial Services, covering a range of equity and fixed-income funds.

McPhater previously worked as a senior investment analyst for Dart Capital, covering a range of multi-asset funds. Prior to Dart Capital, she worked on the hedge fund, private equity, and multi-asset teams at Aberdeen Asset Management.

Ruli Viljoen, head of fund research for Morningstar OBSR comments: “These appointments reflect our commitment to providing the best fund ratings and research that the market has to offer. The breadth and quality of insight that both Simon and Linsay provide will be invaluable to the investors we serve.”

Mona Dohle
Mona Dohle speaks German and Dutch, she is DACH & Benelux Correspondent for InvestmentEurope. Prior to that, she worked as a journalist in Egypt and Palestine. She started her career as a journalist working for a local German newspaper. Mona graduated with an MSc in Development Studies from SOAS and has completed the CISI Certificate in International Wealth and Investment Management.

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