There have yet to be signs suggesting that Ambrus Funds is a topnotch steward. As a result, it is assigned a Below Average Parent rating until there's contrary evidence. Ambrus Funds currently manages three vehicles, with a total of$ 695.3 million under management and a roster of two fund managers. As a consequence of being a young firm, the management team is unseasoned. The small group has an average of one year of industry experience.
The below-average fees of Ambrus Funds's open-end and exchange-traded funds display a commitment to maximizing investor returns. The average net expense ratio for its funds ranks within the second-cheapest quintile of peer asset managers. Additionally, Ambrus Funds has not disclosed portfolio holdings and data more often than is required by regulation, which would improve their transparency.
To upgrade the firm's rating, Ambrus Funds needs to build a consistent track record of positive investor experience.