With a sound and long-tenured team in charge of a thoughtful process, Virtus Vontobel Global Opportunities rests on solid ground, though some recent changes in roles and responsibilities bear watching. The strategy retains a Morningstar Analyst Rating of Bronze for cheaper share classes, while the most expensive one lands at Neutral.
Will WWOCX 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 WWOCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the WWOCX 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 WWOCX’s parent organization’s priorities and whether they’re in line with investors’ interests.