VVPLX – Fund Analysis – Vulcan Value Partners | Morningstar

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Will VVPLX outperform in future?

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

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Process Pillar

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

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

Prepare for a bumpy ride.

Analyst Tony Thorn

Tony Thorn

Analyst

Summary

Despite Vulcan Value Partners Large Cap Value's experienced team, questions about its risk management limit this strategy's appeal.

by Tony Thorn

Rated on May 7, 2024 Published on May 7, 2024

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