A source of strength is that the firm has been adept at retaining portfolio management talent, providing continuity for strategies, as shown by low turnover since the firm's inception compared with others in the industry. The firm's lineup has had about-average initial results. Its three-year risk-adjusted success ratio is 50%, indicating that of the strategies with a three-year track record, 50% have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Sound Income Strategies's longest-tenured managers do not possess comparable experience as teams at other firms, a cause for concern. Specifically, average tenure within the firm is three years. As such, there is less confidence in the group's ability to manage capital through a full market cycle effectively.
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