CGVIX – Fund Analysis – Causeway Global Value Inst | Morningstar

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Will CGVIX 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 CGVIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

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Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Causeway Global Value still merits its High People and High Process ratings.

by Todd Trubey

Rated on Aug 16, 2024 Published on Aug 16, 2024

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