Bahl & Gaynor

A strength of the steward is the longest-tenured portfolio managers’ average tenure of 16 years at the firm, bringing extensive experience to the table. Manager turnover at Bahl& Gaynor over the past five years has been higher than at peer asset management firms, potentially a signal that company culture is a bit unstable. Bahl& Gaynor fails to showcase longevity across its product shelf, as evidenced by its three-year risk-adjusted success ratio. This means that, over this time period, only 0% of its roster has been able to survive and beat its respective category median on a risk-adjusted basis. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development.