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Rating:A Third-Party Marketing Firm Launches a Mutual Fund Newsletter Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, June 1, 2017

A Third-Party Marketing Firm Launches a Mutual Fund Newsletter

Reported by Samuel O'Brient

Everyone loves an underdog story, and Stacy Havener is betting that mutual fund investors will want to hear such stories. Connecting investors with undiscovered funds has always been Havener Capital Partners' mission, and to that end, the Havener team has decided to launch a newsletter, dedicated exclusively to unknown mutual funds.

Havener is the founder of the Boston-area based third-party marketing firm, which has always had a specific niche: working with small, low-profile fund firms.

On May 24, HCP unveiled the creation of the newsletter, which is designed to connect low profile funds with investors within “The RIA and family office communities.” The agency has a long history of doing just that, serving the needs of investors seeking to discover funds. "The Undiscovered Mutual Funds Newsletter is a natural extension of our role” states Havener.

Havener traces the idea for the newsletter back to her company’s origins.

"Our business was built on trying to connect investors within these RIA communities with funds that were either under the radar or hard to find,” Havener tells MFWire.

The challenge, she notes, is the vast number of companies competing for a “Small sliver of assets.” She says that it is often easy for investors to overlook some great mutual funds.

“It’s often a conundrum for new firms” Havener says.

This desire to help connect these funds with investors led to the idea for a simple newsletter. According to Havener, the newsletter will feature one fund per week and will focus on its story, rather than numbers or statistics. The emphasis on the firm’s story should be noted, as the other intention behind the newsletter is to provide a platform for these stories to be told.

"We like to work with the small firms, the underdogs” Havener says. “It helps give them a chance to succeed with less. Often, it can make the story more interesting.” 

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