SEQUX – Fund Analysis – Sequoia | Morningstar

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Will SEQUX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

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

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

Proof of concept is in order.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Sequoia Fund’s experienced crew earns an Above Average People rating, but its traditional stock-picking approach lacks a dependable edge, meriting an Average Process rating.

by Todd Trubey

Rated on May 24, 2024 Published on May 24, 2024

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