Phaeacian Accent International Value has the same high-conviction manager and process, but a new name and a Morningstar Analyst Rating upgrade to Silver.
Will PPIVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PPIVX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PPIVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PPIVX’s parent organization’s priorities and whether they’re in line with investors’ interests.