The Process Pillar is our assessment of how sensible, clearly defined, and repeatable POGCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the POGCX 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 POGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Lacking distinction.
Tony Thorn
Analyst
Summary
Putnam Large Cap Growth’s approach is sensible, but it leads to a portfolio that is quite similar to its index, limiting the strategy’s potential.