Aside from the overall view, portfolio managers at TrueMark have made a notable effort to align their interests with shareholders' by taking a personal stake and investing alongside them. Nearly 20% of the firm’s assets are represented by a manager who invests in their respective product. TrueMark's longest-tenured managers do not possess the same experience as management teams at other firms, a detractor from its rating. Specifically, average asset-weighted tenure within the firm is only one year. The firm's lineup has had encouraging initial results. Its three-year success ratio is 71%, meaning that of the funds with a three-year track record, 71% have survived and beaten their respective category median.
TrueMark has a ways to go to become an industry-standard steward, resulting in a Below Average Parent Pillar rating.
United States