DEOPX – Fund Analysis – Davenport Equity Opportunities | Morningstar

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Will DEOPX outperform in future?

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Process Pillar

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

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

A strong offering bounces back.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

Davenport Equity Opportunities' well-equipped team executes its high-conviction approach effectively.

by Andrew Redden

Rated on Nov 14, 2023 Published on Nov 14, 2023

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