The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LMESX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the LMESX 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 LMESX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Defensive by design.
Natalia Arrigoni
Associate Analyst
Summary
The strategy benefits from a capable duo and a patient process that have remained consistent over time, warranting Above Average People and Process ratings.