The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CCWSX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CCWSX 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 CCWSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This strategy's strengths are still intact.
William Samuel Rocco
Senior Analyst
Summary
Baird Chautauqua International Growth, which includes the US mutual fund as well as a US SMA, remains a worthy option for risk-tolerant long-term investors.