Morningstar

Patient Opportunity A LGOAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Patient Funds Investment Hub

Morningstar’s Analysis LGOAX

Will LGOAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LGOAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LGOAX 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 LGOAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A bold and volatile offering.

Associate Director Andrew Daniels

Andrew Daniels

Associate Director

Summary

Despite a relatively recent leadership transition, Patient Opportunity’s long-standing traits remain the same.

by Andrew Daniels
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