Marketing

A focus on marketers and third party firms.

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
Marketing
Zevin Focuses On Socially-Responsible Investing From Inside-Out
Zevin Asset Management is making headway in the institutional investment management space through
04.01.20
Marketing
Listening Brings Heard Capital To New Opportunities
William Heard prefers to listen. That trait has greatly benefited him and his eponymous firm Heard
04.01.20
Marketing
Birch Run Finds Path To Traction With Custom Offerings

Domestic fixed-income manager Birch Run Investments has found traction in the emerging manager space through its custom designed fixed-income offerings.

03.04.20
Marketing
RVX Equity Fund Leading Diversified Product Approach

RVX Asset Management’s emerging markets equity strategy has gained institutional traction in recent years, leading the firm’s diversified product approach.

02.05.20
Marketing
Three Years Ago: Kirr Marbach Making Tough Decisions For Successful Long Haul

Equity manager Kirr Marbach & Company has been around for more than 40 years based in part on having the conviction to make the hard decisions when necessary.

01.08.20
Marketing
MayTech Global Investments Hits 3-Year Milestone

MayTech Global Investments launched in January 2017 with a nine-year track record on its global equity strategy—but now three years into opening their own firm, Co-Founders Nels Wangensteen and Ingrid Yin see the value in its organizational track record.

01.08.20
Marketing
Rondure’s Views Resonating With Institutional Investors
Rondure Global Advisors has been making the rounds for its emerging markets and international
12.04.19
Marketing
Legion Takes Diplomatic Approach To Activist Investing
Activist investors typically inspire a vision of headlines and cage rattling to force a change at a
12.04.19
Marketing
MindShare Finds Two Firms Are Better Than One With Merger
In the institutional asset management business, a firm has to do whatever it takes to succeed. For
11.06.19