AKREX – Fund Analysis – Akre Focus Retail | Morningstar

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Will AKREX outperform in future?

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

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Process Pillar

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

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

Downgraded.

Director Katie Rushkewicz Reichart

Katie Rushkewicz Reichart

Director

Summary

Akre Focus’ recent comanager departure highlights concerns that drop its People and Parent ratings to Average from Above Average.

by Katie Rushkewicz Reichart

Rated on Oct 13, 2023 Published on Oct 13, 2023

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