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Morningstar

Sequoia SEQUX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Sequoia Investment Hub

Morningstar’s Analysis SEQUX

Will SEQUX 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 SEQUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

After a difficult 2022, this fund adjusted but not convincingly.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Sequoia Fund retains its potential to clobber market returns but also remains capable of dramatic underperformance. Its Morningstar Medalist Rating remains Neutral.

by Todd Trubey
Rated on Published on

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