The firm's lasting product shelf is its strength. Its five-year risk-adjusted success ratio of 100% means that 100% of its strategies have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. A strength of Hamlin Capital Management is its very competitive risk-adjusted performance. The firm's open-end and exchange-traded funds average a five-year Morningstar Rating of 4.5 stars. Fees on open-end and exchange-traded funds are a weakness of the firm, contributing negatively to the rating. On average, expenses on its funds are within the second most-expensive quintile compared with category peers. With the current market environment of fee compression, this is cause for concern, as investors may flock over time to alternate asset managers to get a better deal.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.