The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HMDFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the HMDFX 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 HMDFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
The new manager still needs to prove himself.
Drew Carter
Analyst
Summary
New lead manager Tim Egan has remade Hartford MidCap to his liking, but he has more work to do to turn around its performance.