The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PEQIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PEQIX 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 PEQIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Work in progress.
Chris Tate
Senior Analyst
Summary
With both its leadership transition and portfolio construction evolution complete, Pioneer Equity Income needs to prove the changes are for the better.