Optima Asset Management

An area of strength for the firm is its relatively high portfolio manager retention over the past five years, as long-term stability tends to support positive results. A notable weakness of Optima Asset Management 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 two 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 Optima Asset Management'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.