Otter Creek - Asset Management Company | Morningstar

Skip to Content

Otter Creek Investments

Mutual Funds

See All Otter Creek Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

145.39 Mil

Investment Flows (TTM)

−43.16 Mil

Asset Growth Rate (TTM)

−25.43%

# of Share Classes

2

Star Rating Breakdown

Fee Level Breakdown

Morningstar Rating	# of Share Classes
	0
	1
	1
	0
	0
Not Rated	0
		0% 25 50

Name	Morningstar Rating Overall	5-Year Category Rank
Otter Creek Long/Short Opportunity Instl		23
Otter Creek Long/Short Opportunity Inv		26

View All 5-Star Standouts

Exchange-Traded Funds

See All Otter Creek ETFs

Market

US ETFs

# of Share Classes

1

Morningstar Rating	# of Share Classes
	0
	0
	0
	0
	0
Not Rated	1
		0% 50 100

Name	Morningstar Rating Overall	5-Year Category Rank
Otter Creek Focus Strategy ETF	—	—

View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

Learn More
Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

Learn More
Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

Learn More
Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

Learn More

Transparency is our policy. Learn how it impacts everything we do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.