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Hartford Schroders Intl Multi-Cp Val I SIDNX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Hartford Funds Investment Hub

Morningstar’s Analysis SIDNX

Will SIDNX outperform in future?

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

  • Process Pillar

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

  • People Pillar

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

The strategy’s edge lies in its distinctive and risk-aware systematic process.

Senior Analyst Francesco Paganelli

Francesco Paganelli

Senior Analyst

Summary

Hartford Schroders International Multi-Cap Value has new leaders, but their familiarity with this systematic value-oriented process—which has worked well with ex US stocks—bodes well for investors. A reorganized team leads the strategy. In April 2022, longtime manager and QEP group founder Justin Abercrombie stepped down. Now Lukas Kamblevicius and former head of research Stephen Langford co-lead this strategy and other related products. Kamblevicius is ultimately responsible for the group’s core and quality strategies, while Langford oversees the value range. They’re part of a six-person steering group for QEP. The broader team has also seen higher-than-ideal turnover. While the group's headcount has remained relatively stable and recent senior hires have strengthened the unit, there were multiple changes among its ranks, with about a third of the researchers joining the group in 2022 or later.

by Francesco Paganelli
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