A strength of Williamsburg is its experienced longest-tenured portfolio managers, who have accrued an average 23 years of tenure. This experience should give investors confidence in the group's ability to navigate a variety of conditions. Williamsburg 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 Williamsburg's rating.
Williamsburg is an industry-standard asset manager, leading to an Average Parent Pillar rating.