Beware, sharks are circling.
There’s an old saying you’ve probably heard, “There are two things you should never talk about-religion and politics.” The saying has hung around so long because it’s true. As a portfolio manager you might consider yourself to be a fine political guru-don’t.
Make the most of your PR program and take control
Interviews don't always go as planned. The questions asked don't always lead neatly to the topics you want to cover. But, that doesn't mean the interview is a fail.
Small funds have tough choices to make if they want to survive.
First, as a fund owner, you can choose to grow through acquisition, picking and choosing among the many funds looking for an exit strategy.
Popular wisdom says that the best way to spread the word about good mutual funds and a good asset management company is through the national news media. This is particularly true of investment houses with excellent local reputations but that are relatively unknown across the country.