Portfolio management turnover has been minimal at the firm over the past five years. Long-term stability signals a strong investment culture. On average, Thompson IM's longest-tenured strategy managers have 16 years of tenure. This level of experience should give investors confidence in the group's ability to handle turbulent market conditions. Thompson IM 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 Thompson IM's rating.
In a competitive industry, Thompson IM does n't differentiate itself enough, leading to an Average Parent Pillar rating.
United States