Equity Investment

In a competitive industry, Equity Investment does n't differentiate itself enough, leading to an Average Parent Pillar rating. A strength of Equity Investment is its experienced longest-tenured portfolio managers, who have accrued an average 21 years of tenure. This experience should give investors confidence in the group's ability to navigate a variety of conditions. The firm's lineup has been durable. It has had a three-year risk-adjusted success ratio of 100%, meaning that of the strategies with a three-year track record, 100% have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio not only indicates good performance but also provides insight into a firm’s discipline around investment strategy and product development. Equity Investment open-end and exchange-traded products are priced, on average, among the second most-expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Equity Investment's rating.