Marketing
A focus on marketers and third party firms.
SGL Investment Advisors is building itself on the clients it serves best.
Sterling Partners Equity Advisors has been focused on the future, a strategy that has helped propel it through the COVID-19 pandemic.
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.
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.
Villanova Investment Management Company may have a value approach to the small-cap market, but it hopes its performance will lead to asset growth.
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.
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.
