Managers at Distillate Capital are at the top of the industry when it comes to eating their own cooking. Almost 67% of the firm’s assets are represented by a manager who invests at least$ 1 million in their respective product, in an effort to align portfolio manager and shareholder interests. The firm stands out in its commitment to investor values by offering an open-end and exchange-traded product lineup at a low cost. On average, the firm charges fees on its funds that are within the second cheapest quintile of its category. With an average asset-weighted tenure of six years among the longest-tenured managers at Distillate Capital, 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.
Distillate Capital remains well-positioned in an increasingly competitive industry, earning it an Above Average Parent Pillar rating.