On June 23, 2022, Carillon Tower Advisors announced that longtime manager Bert Boksen plans to hand lead manager duties of Carillon Eagle Mid Cap Growth and Carillon Eagle Small Cap Growth to comanager Eric Mintz on Sept. 30. Succession has been a question mark here in recent years; this move helps clarify plans. Both strategies (with their associated mutual funds and separately managed accounts) retain their Average People ratings and Morningstar Analyst Ratings of Neutral.
Will HSCCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HSCCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the HSCCX 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 HSCCX’s parent organization’s priorities and whether they’re in line with investors’ interests.