Portfolio managers at Moncapfund 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. Moncapfund has brought continuity to its product shelf, with low portfolio management turnover compared with peer firms over the past five years. The longest-tenured managers’ average asset-weighted tenure within the firm is 11 years, bringing a wealth of knowledge through multiple market cycles to the table and contributing positively to the rating.
Moncapfund remains well-positioned in an increasingly competitive industry, earning it an Above Average Parent Pillar rating.
United States