The experienced longest-tenured portfolio management at Equity Investment is a core advantage over global asset management peers. With 22 years of average tenure across the management group, it is clear they've been put through their paces. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to Equity Investment's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the highest quintile of similarly distributed strategies.
Equity Investment is an industry-standard asset manager, resulting in an Average Parent Pillar rating.