The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DLHCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the DLHCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of DLHCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Still a mixed bag.
William Samuel Rocco
Senior Analyst
Summary
Delaware Healthcare’s attractive, ordinary, and unappealing features continue to offset each other, and it remains a middling source of exposure to its target sector.