The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AKREX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the AKREX 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 AKREX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Downgraded.
Katie Rushkewicz Reichart
Director
Summary
Akre Focus’ recent comanager departure highlights concerns that drop its People and Parent ratings to Average from Above Average.