Managers at Terra Firma Asset Management are at the top of the industry when it comes to eating their own cooking. Almost 100% of the firm’s assets are represented by a manager who invests at least$ 1 million in their respective product, in an effort to align portfolio manager and shareholder interests. Terra Firma Asset Management has proven successful at retaining portfolio management talent, and providing continuity for strategies, as displayed by low turnover compared with peers over the past five years. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.
Terra Firma Asset Management remains well-positioned in an increasingly competitive industry, earning it an Above Average Parent Pillar rating.