OCM

A strength of OCM is its experienced longest-tenured portfolio managers, who have accrued an average 36 years of tenure. This experience should give investors confidence in the group's ability to navigate a variety of conditions. It's encouraging to see OCM showcase strong risk-adjusted performance across its open-end and exchange-traded funds, with an average five-year Morningstar Rating of 5.0 stars. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to OCM's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the highest quintile of similarly distributed strategies.