The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WHOSX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the WHOSX 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 WHOSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Not worth the cost.
Saraja Samant
Analyst
Summary
Wasatch Hoisington U.S. Treasury’s simple approach led by an experienced team fails to offer much over what far cheaper passive rivals can provide.