A mark that sets this steward apart is that managers invest significantly alongside fundholders. Almost 100% of the firm’s assets are covered by a$ 1 million investment, in an effort to align portfolio manager and shareholder interests. Turnover among Moncapfund's portfolio management ranks has been low compared to other firms in the past five years. This stability on the personnel front boosts confidence in its staying power. On average, Moncapfund'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.
Moncapfund remains well-positioned in an increasingly competitive industry, earning it an Above Average Parent Pillar rating.