Innealta

Looking at the durability of the firm's product roster, 67% of Innealta products have both survived and beaten their respective category median on a risk-adjusted basis over the past five years, as denoted by the firm's five-year risk-adjusted success ratio. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Manager turnover at Innealta over the past five years has been higher than at peer asset management firms, potentially a signal that company culture is a bit unstable. Average asset-weighted tenure of eight years among the longest-tenured managers at Innealta is on par with peer firms. In isolation, seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions.