Initiative Connects RIAs and Family Offices with
Under-the-Radar and New Mutual Funds
NEWPORT, RI (May 24,2017)-- Havener Capital Partners (Havener), a third party marketing agency, announced an innovative resource to connect undiscovered and new mutual funds with early adopter investors in the RIA and family office communities.
"RIAs and family offices have long turned to Havener as a source of interesting, lesser-known mutual funds," said Stacy Havener, the firm's founder and CEO. “The Undiscovered Mutual Funds Newsletter is a natural extension of our role.”
While there are many providers of quantitative data on mutual funds, RIAs have told us that qualitative components of due diligence are more difficult to source. The Undiscovered Mutual Fund Newsletter will focus on fundamental topics that allow each mutual fund manager to tell their story.
Havener is currently accepting applications from fund managers who would like to be featured. Once launched, the newsletter will run weekly and will feature one under the radar mutual fund per issue.
In addition to bridging the gap between its two constituents, RIAs and mutual funds, Havener is also proud to celebrate the firms in the mutual fund industry who do not typically garner attention from the media and press.
“The playing field in the mutual fund industry is far from level,” said Erik Gudim, Havener’s Director of Research and Editor of the Undiscovered Mutual Fund Newsletter. “The top 25 fund complexes control 76% of total mutual fund assets1. We believe there are some very good mutual funds that are being overlooked by investors; it’s our mission to help them get found.”
If you have an undiscovered mutual fund and want to learn more about being featured in our newsletter, please visit the firm’s website.
About Havener Capital Partners
Havener Capital Partners is one of the only third party marketing firms dedicated to serving mutual funds and RIAs. The agency offers branding, social and digital media, marketing, graphic design, content development and sales distribution services—all designed to help clients grow. Havener specializes in representing breakaway managers, new funds, and undiscovered firms. More information is available at: www.havenercapital.com.
Are you a new or undiscovered mutual fund? Know someone who is?
Share your comments below!
1Source: ICI 2015 Factbook