Thomas Bohjalian, head of U.S. REITs at Cohen & Steers and comanager of Cohen & Steers Realty Shares CSRSX and Cohen & Steers Institutional Realty Shares CSRIX, will retire as of June 30, 2021, after 20 years with the firm. Jason Yablon, Bohjalian's comanager on Realty Shares and Institutional Realty Shares, will succeed him as head of U.S. REITs, and Mathew Kirschner has been added as a portfolio manager to both funds, plus Cohen & Steers Real Estate Securities CSDIX, in preparation for the change.
Will CSRSX outperform in future?
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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CSRSX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the CSRSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of CSRSX’s parent organization’s priorities and whether they’re in line with investors’ interests.