A source of strength is that the firm has been adept at holding onto portfolio management talent, providing continuity for strategies, as evidenced by low turnover over the past five years compared with others in the industry. The longest-tenured strategy managers at Jacob are worth mentioning. With 20 years of average asset-weighted tenure, this group has a wealth of experience to draw upon should markets head south. The Jacob roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as seen in its average three-year Morningstar Rating of 1.0 stars.
In a competitive industry, Jacob does n't differentiate itself enough, leading to an Average Parent Pillar rating.
United States