The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MSCFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MSCFX 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 MSCFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Calmer waters ahead.
Tony Thomas
Associate Director
Summary
Mairs & Power Small Cap has deftly navigated a difficult personnel situation, positioning this small-blend strategy for long-term success.