NESYX – Fund Analysis – Natixis US Equity Opportunities Y | Morningstar

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Will NESYX outperform in future?

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Process Pillar

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

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

At its best when its subadvisors are truly complementary.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Two strong subadvisors make Natixis US Equity Opportunities intriguing, but their pairing has some unusual results at times.

by Tony Thomas

Rated on May 9, 2024 Published on May 9, 2024

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