The firm has seen high portfolio management turnover over the past five years, which detracts from the firm’s rating. A stable team tends to support positive results. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.
BBW Capital has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.