The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AVEFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the AVEFX 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 AVEFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Atypical but it can be effective.
Alec Lucas
Director
Summary
Ave Maria Bond is atypical, but it can be effective, especially for investors aligned with its faith-oriented approach.