The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JVLIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JVLIX 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 JVLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Set up for success.
Andrew Redden
Analyst
Summary
JHancock Disciplined Value’s deep team and proven approach make it an attractive offering.