The strategy continues to draw strength from an experienced portfolio management pod and a time-tested investment approach. However, historical portfolio management and broader supporting team turnover, alongside recent leadership and role changes, warrant caution. The People Pillar rating remains at Average, and the Process Pillar rating Above Average.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GEGCX’s performance objective and investment process is for both security selection and portfolio construction.
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