Even with an average pillar rating, Holbrook Holdings has had impressive longevity among its product shelf. The firm's success ratio is 100%, meaning that 100% of its strategies have both survived and beaten their respective category median. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. A notable weakness of Holbrook Holdings is the inexperience of its longest-tenured managers compared with other asset managers. Managing capital through a full market cycle is a challenging prospect for seasoned managers, but with only five years of average tenure, there's cause for concern. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to Holbrook Holdings's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the most expensive quintile of similarly distributed strategies.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.