The strategy remains a differentiated option for investors seeking capital preservation and lower volatility across market cycles, supported by an exceptionally stable and experienced management team and a clearly articulated, risk-controlled investment philosophy. The strategy merits an Above Average rating for People, while the Process rating has been downgraded to Average on account of structural limitations relative to moderate-allocation peers.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JHASX’s performance objective and investment process is for both security selection and portfolio construction.
United States