A strength of Cromwell Fund is its experienced longest-tenured portfolio managers, who have accrued an average 18 years of tenure. This experience should give investors confidence in the group's ability to navigate a variety of conditions. Cromwell Fund has proven successful at retaining portfolio management talent, and providing continuity for strategies, as displayed by low turnover compared with peers over the past five years. Cromwell Fund fails to showcase longevity across its product shelf, as evidenced by its three-year success ratio. This means that, over this time period, only 33% of its roster has been able to survive and beat its respective category median. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development.
California Climate Rules, Inflation Reduction Act Were Milestones for Investors. Here’s What’s Next.
Climate adaptation will be critical, Wendy Cromwell says. A view before Climate Week.