The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HBLSX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the HBLSX 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 HBLSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A step above.
Nour Al Twal
Associate Analyst
Summary
Capable managers and expansive resources support Hartford Balanced Income’s disciplined approach, but some shares’ big price tags reduce the appeal.