The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSHIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the LSHIX 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 LSHIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
On a run but watch out for bumps.
Brian Moriarty
Principal
Summary
Loomis Sayles Institutional High Income is built on a strong foundation, though it may zig when other high-yield funds zag.