The firm has seen high portfolio management turnover over the past five years, which detracts from the firm’s rating. A stable team tends to support positive results. In terms of risk-adjusted performance, the Medalist Partner open-end and exchange-traded funds fall short of competitors, with an average five-year Morningstar Rating of 2.0 stars. Experienced longest-tenured management is a core advantage that Medalist Partner has over others. Average asset-weighted tenure across management is 18 years, building confidence that the group has been put through its paces.
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