Longevity at the firm has been impressive. Its five-year risk-adjusted success ratio is 100%, meaning that 100% of the products have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. With an average tenure of eight years among the longest-tenured managers at Hanlon Investment Management, 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. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to Hanlon Investment Management's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the second most-expensive quintile of similarly distributed strategies.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.