Delivering when expected and the potential to disappoint less when the strategy is again out of favor support an upgrade of Poplar Forest Partners’ Morningstar Analyst Rating to Bronze from Neutral.
Will PFPFX 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 PFPFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PFPFX 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 PFPFX’s parent organization’s priorities and whether they’re in line with investors’ interests.