Press release: Investment Management Boutique Channing Capital Announces Marketing Partnership

intrinsic value specialist retains havener capital partners to elevate marketing effort

[CHICAGO] – Intrinsic value investing specialist Channing Capital Management (“Channing”) and third-party sales and marketing agency Havener Capital Partners (“Havener”) are excited to announce a marketing partnership. 

Channing was founded in 2003 by three seasoned veterans of the investment industry who shared a passion for identifying undervalued investment opportunities. The firm’s flagship Small Cap Value strategy invests in a concentrated portfolio of high-quality and, at times, neglected small-capitalization stocks. In this corner of the market, Channing’s team of stock-pickers leverage their specialized knowledge, deep experience, and a fundamental, research-intensive investment process to opportunistically capture alpha for institutional investors.

Today, under the leadership of founders Wendell E. Mackey, CFA, and Rodney B. Herenton, Channing continues to operate as a boutique investment firm but has broadened its offerings beyond its Small Cap Value strategy. Through partnerships with boutique managers respected for their niche expertise in other opportunistic strategies, the firm provides institutional investors access to a carefully curated and diverse roster of asset managers and strategies.


“We have always believed in the power of our intrinsic value investment approach and strategies. With Havener's marketing expertise, we’re confident that, together, we will amplify our message and reach a wider audience of institutional investors,” said Herenton

Mackey added, “This collaboration represents a significant step forward for Channing, and we believe it will bring valuable opportunities for our clients and investors. We look forward to a successful and prosperous partnership with Havener."


Havener brings a wealth of experience and talent to help Channing with branding, storytelling, and modern digital marketing. Founder and CEO Stacy Havener believes the partnership represents an exciting opportunity for both organizations and aligns with Havener’s mission of connecting differentiated boutiques with the early-adopter RIA community that embraces them:


“Channing exemplifies the type of boutique manager that aligns best with Havener’s distinctive approach to marketing and storytelling,” said Stacy. “They are founder-led, driven by an entrepreneurial spirit, have unique experience in a niche area of the market, and are dedicated to establishing authentic connections with investors. We’re thrilled to help them elevate their presence in the marketplace.”


Follow Channing Capital Management on LinkedIn and subscribe to their blog to stay up-to-date on their latest news. 



For more information, please contact Havener Capital Partners at 401-314-0430 | or Channing Capital at 312-223-0211 |


About Channing Capital Management 

Channing Capital Management, established in 2003, is a Chicago-based investment management boutique specializing in intrinsic value investing. They offer institutional investors access to 10 distinct strategies, each overseen by a specialist in their particular asset class. Although these strategies are integral components of their platform product offerings, they remain independently managed by their respective leaders and entrepreneurs, each of whom is entrusted with steering the destiny of their product. As a founder-led and 100% employee-owned company, Channing has a vested interest in its clients’ and the firm’s success. More information is available by visiting:


About Havener Capital Partners

Havener Capital Partners is the premier sales and marketing agency dedicated to helping investment boutiques grow. Whether it’s elevating branding and marketing capabilities, securing investments from our network of RIAs and family offices, or coaching founders and their teams, we provide clients with specialized industry expertise and a time-tested framework that has raised over $8B for boutiques leading to more than $30B in follow-on AUM. More information is available by visiting 

Havener Capital Partners LLC is an institutional division of Compass Securities Corporation.  Securities offered through Compass Securities Corporation. Member FINRA SIPC. 50 Braintree Hill Office Park, Suite 105, Braintree, MA, 02184; T:781-535-6083 


What Top Investment Boutiques Know About the Power of Personal Brand

Posting and Engaging on LinkedIn—for Investment Boutiques