Portfolio managers at Fairholme have worked to align their interests with investors' by taking a personal stake and investing alongside them. Nearly 100% of the firm’s assets are represented by a manager who invests at least$ 1 million in their own product. Fairholme has proven successful at retaining portfolio management talent, and providing continuity for strategies, as displayed by low turnover compared with peers over the past five years. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.
Fairholme remains well-positioned in an increasingly competitive industry, earning it an Above Average Parent Pillar rating.