Even though Sovereign's Capital's limited history of nine months as a firm is working against its rating, they've proven to be an industry-standard steward, warranting an Average Parent Pillar rating.
The firm currently manages one vehicle, with a total of$ 58.5 million under management across a bench of three portfolio managers. The firm's earliest portfolio manager hire, Rafael Zayas, has 16 years of industry experience and has performed well on other strategies, which is reassuring.
As Sovereign's Capital builds and continues to develop a track record, its rating will be adjusted accordingly.
| Morningstar Rating | # of Share Classes | |
|---|---|---|
| 0 | ||
| 0 | ||
| 0 | ||
| 0 | ||
| 0 | ||
| Not Rated | 1 |
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Name
|
Morningstar Rating Overall
|
5-Year Category Rank
|
|---|---|---|
| Sovereign's Capital Flourish Fund | — | — |
United States