The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PKSFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PKSFX 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 PKSFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A high-quality small-cap option.
Tony Thorn
Analyst
Summary
Two skilled managers and a consistent, quality-oriented process make Virtus KAR Small-Cap Core a great option.