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Muzinich Credit Opps Supra Instl MZCSX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Muzinich Investment Hub

Morningstar’s Analysis MZCSX

Will MZCSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MZCSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MZCSX 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 MZCSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A standout option centered on a risk-aware yet flexible process and led by an experienced team.

Analyst Giovanni Cafaro

Giovanni Cafaro

Analyst

Summary

The strategy’s large and seasoned team headed by a very experienced leader has consistently and successfully executed a disciplined credit-focused approach. Lead manager Michael McEachern boasts more than three decades of experience in credit markets. He spent 14 years at Seix Advisors, latterly as head of their high-yield division. He then joined Muzinich in January 2012 as head of public markets and launched this strategy the following year while setting up the monthly asset-allocation group. This forum assesses the macro environment and the state of credit markets, looking at fundamentals, valuations, and technicals across regions. Its output helps McEachern shape the strategy’s top-down positioning.

by Giovanni Cafaro
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