With an average tenure of six years among the longest-tenured managers at Caldwell& Orkin, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions. Caldwell& Orkin open-end and exchange-traded products are priced, on average, among the second most-expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Caldwell& Orkin's rating.
In a competitive industry, Caldwell& Orkin does n't differentiate itself enough, leading to an Average Parent Pillar rating.