Manager investment is an area of strength for the firm. Over 100% of the firm's assets are covered by a$ 1 million investment, in an effort to align portfolio manager and shareholder interests. The firm tends to offer open-end and exchange-traded products at lower costs, a strength of the firm. On average, expenses for the firm's funds land in the second-cheapest quintile of category peers. Nicholas Investment Partners has undergone a bout of turnover in the past five years, as seen in its lower-than-average portfolio manager retention. Turnover in the portfolio-management ranks can happen for a number of reasons, including mergers and liquidations, portfolio managers moving into other roles, or portfolio managers leaving the firm. In some cases, such change may not signal a serious or immediate problem at the firm, but can still be disruptive for investors, hinder the effectiveness of a firm’s investment processes, or suggest a weaker investment culture.
Gender Representation Progress Is Slow in C-Suite and Investment Management
A roundup of Morningstar research and commentary for International Women’s Day.
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