Duality of the industry: marketing + performance

There are seemingly two types of asset managers, good investors and good marketers: throughout this piece I will discuss this duality. Interestingly, their ability to grow and flourish seems to be pretty much even. Furthermore, both seem to hit a growth ceiling in and around $5B AUM. Arguably, this may seem like a win to…

How you communicate during a crisis matters … A lot

The way that managers communicate with me during the current COVID-19 crisis will have a lasting impact on how I view them. We are now part of a new, larger team that does a lot of research, which is fantastic. A recent survey of LPs revealed some insight I feel compelled to share. All GPs…

Let the brand wars begin…

Becoming a brand is not an easy thing to achieve. It is not tied to a declaration, moment of time, or quantifiable accomplishment. The bestowment of the title “brand” is gradual in nature, driven by the level in which your message resonates with a given audience. This is what drives loyalty, which is the true…