The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OSCIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the OSCIX 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 OSCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Under Review following a management shakeup.
Andrew Daniels
Director
Summary
Invesco International Small-Mid Company’s new manager and evolving supporting team lower its People rating to Average from Above Average.