The firm has proven successful at retaining portfolio management talent, providing continuity for strategies, as displayed by low turnover in the past five years compared with asset management peers. On average, Potomac Fund Management's longest-tenured strategy managers have 13 years of tenure. This level of experience should give investors confidence in the group's ability to handle turbulent market conditions. Potomac Fund Management open-end and exchange-traded products are priced, on average, among the second most-expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Potomac Fund Management's rating.
Potomac Fund Management's track record as a steward is mixed, leading to an Average Parent Pillar rating.