The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NAMAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the NAMAX 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 NAMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A well-executed approach.
David Carey
Analyst
Summary
Columbia Focused Mid Cap Value’s adequate team uses a reasonable approach, warranting Average People and Above Average Process ratings.