The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IYGIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the IYGIX 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 IYGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Risk-conscious.
Robby Greengold
Strategist
Summary
Ivy Large Cap Growth’s disciplined investment approach provides a relatively comfortable ride without sacrificing substantial upside potential.