BGHIX – Fund Analysis – BrandywineGLOBAL High Yield I | Morningstar

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Will BGHIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BGHIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the BGHIX 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 BGHIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Time-tested and dependable.

Analyst Max Curtin

Max Curtin

Analyst

Summary

BrandywineGlobal High Yield’s manager duo has carved out a durable niche for themselves as value high-yield investors. Recognition of their ability to reliably execute this distinct approach across market conditions drives People and Process upgrades to High from Above Average.

by Max Curtin

Rated on Aug 5, 2024 Published on Aug 5, 2024

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