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Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares BVALX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Brown Advisory Investment Hub

Morningstar’s Analysis BVALX

Will BVALX outperform in the 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 BVALX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A concentrated value strategy guided by a rules-based framework

Analyst Luke Richardson

Luke Richardson

Analyst

Summary

Beutel Goodman American Equity and its US mutual fund and UCITS counterparts, Brown Advisory Beutel Goodman Large-Cap Value and Brown Advisory Beutel Goodman US Value, benefit from a seasoned team and disciplined approach that merit Above Average People and Process ratings.

by Luke Richardson
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