Even with an average pillar rating, Kennedy Capital Management has had impressive longevity among its product shelf. The firm's risk-adjusted success ratio is 100%, meaning 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. Kennedy Capital Management management has lacked continuity over the past five years, denoted by higher-than-average portfolio manager turnover, which detracts from the firm's stewardship rating. On average, Kennedy Capital Management's longest-tenured portfolio managers have accrued 11 years of tenure. This level of manager experience should give investors confidence in the group's ability to handle differing market conditions.
Marc Freedman: The Case for Encore Careers
The author and entrepreneur discusses the benefits of age diversity in the workplace, the importance of purpose later in life, and why older workers might consider a ‘gap year.’