The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WWSYX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the WWSYX 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 WWSYX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Quality is evident in this small-blend portfolio.
Drew Carter
Analyst
Summary
This strategy’s proven and experienced team and consistent, rigorous approach make it a fine choice for small-blend investors.