The firm's lasting product shelf is its strength. Its five-year risk-adjusted success ratio of 100% means that 100% of its strategies have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Only four years of average tenure among SRN Advisors's longest-tenured managers gives us pause. In isolation, seasoned teams tend to have more experience to draw upon should they need to navigate turbulent market conditions. Despite other redeeming qualities as a firm, SRN Advisors has seen some disruption among its portfolio management ranks in the past five years, denoted by elevated turnover compared to peer asset-management firms. Long-term stability tends to support positive results.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.