Marketing

A focus on marketers and third party firms.

Marketing
Small-Cap Value Shop's Focus On Future Benefiting Now

Sterling Partners Equity Advisors has been focused on the future, a strategy that has helped propel it through the COVID-19 pandemic.

10.07.20
Marketing
Taylor Frigon Revving Up At An Opportune Time

The San Luis Obispo, Calif.-based firm, which was launched in 2006, has doubled its assets under management in the last three years to just under $300 million and is performing at a high rate coming out of the downturn created by the COVID-19 pandemic, according to Founder and CIO Gerry Frigon.

09.09.20
Granahan Shooting Beyond Emerging Manager Status
Marketing
Granahan Shooting Beyond Emerging Manager Status

Domestic small-cap growth equity manager Granahan Investment Management’s efforts toward diversifying its client base from a single investor have kept it going strong.

08.05.20
Villanova Poised For Growth In U.S. Small-Cap Value Strategy
Marketing
Villanova Poised For Growth In U.S. Small-Cap Value Strategy

Villanova Investment Management Company may have a value approach to the small-cap market, but it hopes its performance will lead to asset growth.

08.05.20
Marketing
Pacific Ridge Capital Partners Hits 10-Year Milestone
Pacific Ridge Capital Partners is chasing big success focusing on the small things. The Lake
07.01.20
Marketing
New Age Alpha Looks To Avoid Losers By Limiting Human Factor

During a time when most investors seem unsure of how to position their portfolio, New Age Alpha’s approach of managing risk like an actuary and not like a portfolio manager may be the approach allocators need.

06.03.20
Aubrey Capital Remains Bullish On U.S. Investors
Marketing
Aubrey Capital Remains Bullish On U.S. Investors

When the cycle for emerging markets equity managers swings back toward searches, Aubrey Capital Management is betting its groundwork in marketing to U.S. institutions will pay off.

06.03.20
Cove Street Sees Value In Sticking To Processes During Crisis
Marketing
Cove Street Sees Value In Sticking To Processes During Crisis

Ben Claremon isn’t going to sugarcoat it. As a value investor, his concentrated small-cap strategy—as was the case for most value funds—did not perform as you would have expected in the first quarter. However, he still believes the market downturn related to the COVID-19 pandemic has created opportunities that many value investors have been waiting for.

05.06.20
Marketing
Performance, Consistency Keep Zevenbergen At The Top

Zevenbergen Capital Investments’ performance and consistency has made the firm a comfort to clients both in the long term and in the more immediate, unstable environment of today.

05.06.20
Marketing
Phocas Adds Principal As Additional Strategies Come Into View

Domestic value equity manager Phocas Financial’s addition of Principal Yolanda Waggoner-Foreman will help the firm chart an evolving path moving forward.

05.06.20