As a result, it has an Average Parent Pillar rating. Hypatia currently oversees one vehicle, with a total of$ 3.2 million under management and one portfolio manager. The firm's solo manager is relatively inexperienced, with about one year of industry experience.
A pocket of strength is the firm’s below-average fees on its open-end and exchange-traded funds, demonstrating a firmwide commitment to minimizing costs and maximizing investors’ returns. The average net expense ratio of its funds is within the second-lowest quintile of firms.
To keep an Average rating, Hypatia will be expected to maintain a consistent track record of positive investor experience.