Vulcan Value Partners’ lax risk controls can hinder the potential of its otherwise distinctive approach. Both share classes retain a Morningstar Analyst Rating of Neutral.
Will VVPLX 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 VVPLX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the VVPLX 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 VVPLX’s parent organization’s priorities and whether they’re in line with investors’ interests.