Question 1

What are Fund Ratings?

Accepted Answer

A 1.0–5.0 star rating computed from 7 dimensions: Track Record (20%), Conviction (20%), Concentration (15%), Stability (15%), Discovery Edge (10%), Risk Management (10%), Filing Reliability (10%). Stars derive from percentile thresholds: 5.0 (top 5%), 4.5 (top 10%), 4.0 (top 20%), etc.

Question 2

Are ratings predictive of future returns?

Accepted Answer

Ratings measure past behavior across 7 dimensions including realized track record. Like any historical metric, they describe past performance and behavioral consistency — not a forward guarantee. Use them as one input alongside individual position-level conviction scoring.

Question 3

Why use 7 dimensions instead of one composite?

Accepted Answer

A single composite hides why a fund earned its rating. A 3-star fund with elite Discovery Edge may be more interesting to follow than a 5-star fund with no early-mover edge. Sort by individual dimensions to find funds that excel in specific areas.

Rank	Fund	AUM
1	WPWINDACRE PARTNERSHIP LLC	$9.3B
2	TCI Fund Management Ltd	$45.2B
3	CLCOOPERMAN LEON G	$3B
4	FIRST MANHATTAN CO. LLC.	$36.1B
5	Fisher Asset Management, LLC	$294.9B
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Fund Ratings

Fund Ratings - latest quarter results