Reflection Asset Management currently runs one vehicle, with a total of$ 7.7 million under management and one portfolio manager. The firm's solo manager is relatively inexperienced, with only three years of industry experience.
A pocket of strength is the firm’s low fees on its open-end and exchange-traded funds, demonstrating a firmwide commitment to minimizing costs and maximizing investors’ returns. The average net expense ratio of its funds is within the cheapest quintile of firms. Additionally, it'd be helpful to see a greater commitment from Reflection Asset Management to investor transparency by disclosing portfolio holdings more often than is required by regulations.
To retain an Average rating, Reflection Asset Management needs to maintain a consistent track record of positive investor experience.