Gotham

Longevity at the firm has been impressive. Its five-year success ratio is 91%, meaning that 91% of the products have both survived and beaten their respective category median. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Gotham has served investors well through its very competitive risk-adjusted performance, with an average five-year Morningstar Rating of 3.8 stars across its open-end and exchange-traded funds. Average tenure of eight years among the longest-tenured managers at Gotham is on par with peer firms. In isolation, seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions.