The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OTCFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the OTCFX 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 OTCFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
On to its next chapter.
Adam Sabban
Senior Analyst
Summary
T. Rowe Price Small-Cap Stock remains a decent option thanks to a time-tested investment framework.