Havener Capital Partners Named to Inc. 5000

Havener Makes Prestigious List of Fastest-Growing Private Companies

NEWPORT, RI, August 21, 2020Inc. magazine recognizes Havener Capital Partners on its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing...

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Evolutionary Tree Flagship Strategy Wins PSN Top Guns Award

Former Portfolio Manager from Sands Capital Ranks #2 Amongst Peers During Q1 2020

Alexandria, VA – (June 11, 2020) – Evolutionary Tree Capital Management is pleased to announce the Beagle Leading Innovators strategy has been awarded a PSN Top...

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Finding Your Story, Finding Your Tribe: The Secret Sauce for Asset Managers

For small asset managers, the math can seem daunting: In a $17.7 trillion mutual fund industry, 79% of the assets are managed by just 3% of the fund families. And since 2015, the largest managers have taken another 1% market share each year.


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Last One Standing: Interval Funds Capitalize on Market Upheaval

As market volatility plagued credit markets in March, interval funds were gifted with the one tool needed to take advantage: patient capital.

It will take time to see how long-term performance plays out, but some interval fund managers viewed...

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Press Release: Concentrated Growth Equity Shop Launches Marketing Effort

Former Sands Capital portfolio manager retains Havener Capital Partners.

Alexandria, VA – (March 10, 2020) – Evolutionary Tree Capital Management (“Evolutionary Tree”) and third party marketing firm Havener Capital Partners (“Havener”) are proud...

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3 Easy Holiday Cocktail Recipes – You’re Welcome

Hosting a holiday party or wondering what item to bring to one? IPAs, Bordeaux, Bourbon… they still get the job done, but this year, try taking your adult beverage game to the next level with some of these classic holiday cocktail recipes.  These...

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Anyone else excited for the IMPACT® 2019 conference in San Diego?

With this year’s IMPACT® 2019 conference right around the corner (November 4th - 7th) in San Diego, we here at Havener Capital Partners are having a hard time containing our excitement.

Both the IMPACT® conference and the city of San Diego have...

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Going to the Morningstar Conference? 3 Restaurant Recommendations

Chicago is a great city. One we visit often as we meet with our tribe of RIAs and family offices. If you are headed out to the Morningstar Conference May 8-10, here are a few of our favorite restaurants to visit while you are in town.

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Are You Searching for Undiscovered Mutual Funds?

We're connecting our favorite advisors to our favorite managers during this year's Morningstar Investment Conference in Chicago. 

If you are looking for under the radar funds in these asset classes:

  • ESG/SRI/Impact Investing
  • U.S. Small Cap
  • U.S....
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Press Release: 1WS Capital Advisors Announces Launch of 1WS Credit Income Fund

1WS Capital Advisors, LLC, the individual investor focused affiliate of One William Street Capital Management L.P., has announced the launch of the 1WS Credit Income Fund (Nasdaq: OWSCX).

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Top 3 HCP Blogs from 2018

There is something magical about that calendar page turning over and the new digit on the end of the year that makes us stop and reflect. This past year, we hope you found our articles valuable, resourceful, and that they provided you with a...

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Happy Holidays! 10 Cool Gift Ideas for Your Clients, Co-Workers or Friends

Still excited about that button-up shirt you got for Christmas last year? We didn’t think so! What about the gift card to your local coffee shop? Spent it in two days? Same here!

People outside the wealth management industry may see us as a bunch...

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